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iShares Morningstar Large Core Idx shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $843k 11k 78.89
2024-03-31 $1.1M 16k 72.47
2023-12-31 $1.0M 15k 65.76
2023-06-30 $488k 8.0k 61.09

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Equitable Holdings
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Bank of America Corporation
H D Vest Advisory Services
Commonwealth Equity Services
Jpmorgan Chase & Co
Gladstone Institutional Advisory
Private Advisor
Raymond James Financial Services Advisors
CI Private Wealth
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Large Core Idx