iShares S&P 500 Value Index shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.8k | 206.51 |
| 2025-06-30 | $1.3M | 6.6k | 195.47 |
| 2025-03-31 | $1.2M | 6.3k | 190.51 |
| 2024-12-31 | $806k | 4.2k | 190.86 |
| 2024-09-30 | $552k | 2.8k | 196.72 |
| 2023-12-31 | $880k | 5.1k | 173.88 |
| 2023-09-30 | $512k | 3.3k | 153.84 |
| 2023-06-30 | $787k | 4.9k | 161.30 |
| 2023-03-31 | $814M | 5.4k | 151748.00 |
| 2022-12-31 | $654M | 4.5k | 145073.89 |
| 2022-09-30 | $535k | 4.2k | 128.45 |
| 2022-06-30 | $263k | 1.9k | 137.41 |
| 2022-03-31 | $800k | 5.1k | 155.79 |
| 2021-12-31 | $604k | 3.9k | 156.84 |
| 2021-09-30 | $509k | 3.5k | 145.39 |
| 2019-12-31 | $1.2M | 9.1k | 130.06 |
| 2019-09-30 | $521k | 4.4k | 119.19 |
| 2016-12-31 | $256k | 2.5k | 101.19 |
| 2015-06-30 | $667k | 7.2k | 92.19 |
| 2015-03-31 | $669k | 7.2k | 92.56 |
| 2014-12-31 | $722k | 7.7k | 93.73 |
| 2014-09-30 | $694k | 7.7k | 90.07 |
| 2014-06-30 | $679k | 7.5k | 90.29 |