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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
2023-12-31 $1.0M 15k 65.76
2023-06-30 $488k 8.0k 61.09

More positions owned by Arete Wealth Advisors

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fs Kkr Capital Corp (FSK)
Spdr Gold Trust Gold Shs (GLD)
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Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
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View all positions for Arete Wealth Advisors

Top funds holding iShares Morningstar Large Core Idx

Wealth Enhancement Advisory Services
H D Vest Advisory Services
Jackson Wealth Management
Commonwealth Equity Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Advisor Group Holdings
Merit Financial Group
Benchmark Wealth Management
Brand Asset Management Group
Crestwood Advisors

View all funds holding iShares Morningstar Large Core Idx