iShares S&P 500 Growth Index shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 17k | 75.10 |
| 2023-09-30 | $442k | 6.5k | 68.42 |
| 2023-06-30 | $894k | 13k | 70.45 |
| 2023-03-31 | $868M | 14k | 63889.78 |
| 2022-12-31 | $780M | 13k | 58498.44 |
| 2022-09-30 | $544k | 9.4k | 57.90 |
| 2022-06-30 | $417k | 6.9k | 60.31 |
| 2021-12-31 | $1.8M | 22k | 83.74 |
| 2021-09-30 | $1.9M | 25k | 73.91 |
| 2021-06-30 | $1.2M | 17k | 70.65 |
| 2020-12-31 | $242k | 3.8k | 63.58 |
| 2020-09-30 | $220k | 959 | 229.41 |
| 2020-06-30 | $679k | 3.3k | 207.52 |
| 2019-09-30 | $567k | 3.1k | 180.06 |
| 2019-06-30 | $535k | 3.0k | 179.11 |
| 2019-03-31 | $874k | 5.1k | 172.32 |
| 2016-03-31 | $740k | 6.4k | 115.95 |
| 2015-12-31 | $983k | 8.5k | 115.80 |
| 2015-09-30 | $818k | 7.6k | 107.84 |
| 2015-06-30 | $864k | 7.6k | 113.91 |
| 2015-03-31 | $859k | 7.5k | 113.93 |
| 2014-12-31 | $841k | 7.5k | 111.54 |
| 2014-09-30 | $777k | 7.3k | 106.83 |
| 2014-06-30 | $753k | 7.2k | 105.17 |
| 2014-03-31 | $715k | 7.2k | 99.86 |
| 2013-12-31 | $711k | 7.2k | 98.75 |