iShares S&P 100 Index shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index 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 S&P 100 Index by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.4k | 332.90 |
| 2025-06-30 | $1.9M | 6.1k | 304.38 |
| 2025-03-31 | $1.5M | 5.7k | 270.88 |
| 2024-12-31 | $1.0M | 3.6k | 288.81 |
| 2024-09-30 | $477k | 1.7k | 277.00 |
| 2023-12-31 | $1.2M | 5.4k | 223.38 |
| 2023-09-30 | $814k | 4.1k | 200.63 |
| 2023-06-30 | $674k | 3.3k | 207.07 |
| 2023-03-31 | $739k | 4.0k | 186.90 |
| 2022-12-31 | $674M | 4.0k | 170582.77 |
| 2022-09-30 | $631k | 3.9k | 162.50 |