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iShares Russell 2000 Index shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $94k 449 210.22
2023-12-31 $90k 448 200.58
2023-09-30 $79k 444 176.74
2023-06-30 $83k 444 187.27
2023-03-31 $79k 443 178.31
2022-12-31 $82k 441 185.12

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Susquehanna International
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading

View all funds holding iShares Russell 2000 Index