iShares S&P 500 Index shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 33k | 477.63 |
| 2023-09-30 | $5.7M | 13k | 429.42 |
| 2023-06-30 | $11M | 24k | 445.70 |
| 2023-03-31 | $9.4B | 23k | 411075.66 |
| 2022-12-31 | $9.3B | 24k | 384212.52 |
| 2022-09-30 | $7.4M | 21k | 358.63 |
| 2022-06-30 | $4.7M | 13k | 379.16 |
| 2022-03-31 | $6.7M | 15k | 453.66 |
| 2021-12-31 | $7.2M | 15k | 478.91 |
| 2021-09-30 | $6.0M | 14k | 430.79 |
| 2021-06-30 | $4.0M | 13k | 307.40 |
| 2021-03-31 | $4.9M | 12k | 397.83 |
| 2020-12-31 | $2.1M | 5.7k | 372.03 |
| 2020-06-30 | $2.8M | 9.0k | 309.70 |
| 2020-03-31 | $6.2M | 24k | 258.40 |
| 2019-12-31 | $9.0M | 28k | 323.24 |
| 2019-09-30 | $8.7M | 29k | 298.53 |
| 2019-06-30 | $8.3M | 28k | 294.76 |
| 2019-03-31 | $1.5M | 5.3k | 284.52 |
| 2018-12-31 | $1.4M | 5.5k | 251.69 |
| 2018-09-30 | $9.5M | 32k | 292.73 |
| 2018-06-30 | $1.6M | 5.8k | 272.98 |
| 2018-03-31 | $1.1M | 4.1k | 265.44 |
| 2017-12-31 | $1.4M | 5.1k | 268.93 |
| 2017-09-30 | $924k | 3.7k | 252.94 |
| 2016-03-31 | $280k | 1.4k | 206.64 |
| 2015-06-30 | $263k | 1.3k | 207.09 |