iShares S&P 500 Growth Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private 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 New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 14k | 84.53 |
| 2023-12-31 | $1.1M | 14k | 75.10 |
| 2023-09-30 | $983k | 14k | 68.42 |
| 2023-06-30 | $1.0M | 14k | 70.49 |
| 2023-03-31 | $917k | 14k | 63.89 |
| 2022-12-31 | $839k | 14k | 58.50 |
| 2022-09-30 | $829k | 14k | 57.83 |
| 2022-06-30 | $1.1M | 14k | 76.32 |
| 2022-03-31 | $1.1M | 14k | 76.31 |
| 2021-12-31 | $1.3M | 16k | 83.66 |
| 2021-09-30 | $1.2M | 16k | 73.82 |
| 2021-06-30 | $1.3M | 17k | 72.72 |
| 2021-03-31 | $1.2M | 19k | 65.05 |
| 2020-12-31 | $1.2M | 19k | 63.79 |
| 2020-09-30 | $1.1M | 4.8k | 231.27 |
| 2020-06-30 | $991k | 4.7k | 208.72 |
| 2020-03-31 | $822k | 5.0k | 164.89 |
| 2019-12-31 | $909k | 4.7k | 193.73 |
| 2019-09-30 | $855k | 4.8k | 179.81 |
| 2019-06-30 | $851k | 4.7k | 179.27 |
| 2019-03-31 | $816k | 4.7k | 172.48 |
| 2018-12-31 | $711k | 4.7k | 150.67 |
| 2018-09-30 | $1.1M | 6.0k | 176.93 |
| 2018-06-30 | $979k | 6.0k | 162.41 |
| 2018-03-31 | $935k | 6.0k | 155.11 |
| 2017-12-31 | $871k | 5.7k | 152.73 |
| 2017-09-30 | $954k | 6.6k | 143.57 |
| 2017-06-30 | $928k | 6.8k | 136.87 |
| 2017-03-31 | $891k | 6.8k | 131.42 |
| 2016-12-31 | $822k | 6.8k | 121.54 |
| 2016-09-30 | $772k | 6.3k | 121.73 |
| 2016-06-30 | $739k | 6.3k | 116.64 |
| 2016-03-31 | $732k | 6.3k | 115.95 |
| 2015-12-31 | $727k | 6.3k | 115.80 |
| 2015-09-30 | $674k | 6.2k | 107.89 |
| 2015-06-30 | $710k | 6.2k | 113.89 |
| 2015-03-31 | $713k | 6.3k | 113.90 |
| 2014-12-31 | $695k | 6.2k | 111.41 |
| 2014-09-30 | $664k | 6.2k | 106.77 |
| 2014-06-30 | $652k | 6.2k | 105.18 |
| 2014-03-31 | $679k | 6.8k | 99.85 |
| 2013-12-31 | $431k | 4.4k | 98.67 |
More positions owned by New England Private Wealth Advisors
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