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iShares Russell 1000 Growth Index shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Growth Index by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.4M 16k 336.95
2023-12-31 $4.8M 16k 303.09
2023-09-30 $4.1M 16k 266.00
2023-06-30 $4.0M 15k 275.20
2023-03-31 $3.0M 12k 244.31
2022-12-31 $2.6M 12k 214.20
2022-09-30 $2.6M 12k 210.53
2022-06-30 $3.5M 13k 277.62
2022-03-31 $3.5M 13k 277.57
2021-12-31 $3.8M 47k 81.80
2021-09-30 $3.6M 13k 273.94
2021-06-30 $3.5M 13k 271.41
2021-03-31 $3.0M 12k 242.96
2020-12-31 $3.0M 12k 241.05
2020-09-30 $2.7M 12k 216.89
2020-06-30 $2.7M 14k 192.36
2020-03-31 $2.3M 15k 150.53
2019-12-31 $2.6M 15k 175.98
2019-09-30 $2.2M 14k 159.74
2019-06-30 $2.1M 13k 157.34
2019-03-31 $2.0M 13k 151.40
2018-12-31 $1.8M 13k 130.87
2018-09-30 $2.2M 14k 156.00
2018-06-30 $2.1M 15k 143.77
2018-03-31 $2.0M 15k 136.04
2017-12-31 $2.0M 15k 134.86
2017-09-30 $1.9M 15k 125.08
2017-06-30 $1.8M 15k 119.14
2017-03-31 $1.7M 15k 113.85
2016-12-31 $1.5M 15k 105.01
2016-09-30 $1.5M 15k 103.97
2016-06-30 $1.5M 15k 100.39
2016-03-31 $1.5M 15k 99.66
2015-12-31 $2.3M 24k 99.43
2015-09-30 $2.5M 27k 93.04
2015-06-30 $2.3M 23k 99.01
2015-03-31 $2.3M 23k 98.88
2014-12-31 $2.2M 23k 95.53
2014-09-30 $2.0M 22k 91.56
2014-06-30 $2.0M 22k 90.92
2014-03-31 $1.9M 22k 86.54
2013-12-31 $1.8M 21k 86.04
2013-09-30 $1.6M 20k 78.15
2013-06-30 $222k 3.1k 72.45

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Ishares Tr Exponential Tech (XT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Ameriprise Financial
Northern Trust
Wells Fargo & Company
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Baird Financial

View all funds holding iShares Russell 1000 Growth Index