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iShares Dow Jones US Technology shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology 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 Dow Jones US Technology by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 18k 199.67
2025-09-30 $999k 5.1k 195.96
2025-06-30 $883k 5.1k 173.21
2025-03-31 $708k 5.0k 140.34
2024-12-31 $670k 4.2k 159.79
2024-09-30 $453k 3.0k 151.05
2023-12-31 $455k 3.7k 122.74
2023-09-30 $277k 2.6k 104.94
2023-06-30 $599k 5.5k 108.93
2023-03-31 $542k 5.8k 92.78
2022-12-31 $277M 3.7k 74496.13