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iShares Russell Midcap Index Fund shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 56k 83.59
2023-12-31 $4.3M 56k 77.73
2023-09-30 $3.8M 55k 69.25
2023-06-30 $4.0M 55k 73.03
2023-03-31 $3.8M 55k 69.92
2022-12-31 $3.7M 55k 67.45
2022-09-30 $3.5M 57k 62.16
2022-06-30 $4.4M 57k 78.06
2022-03-31 $4.4M 57k 78.06
2021-12-31 $4.7M 56k 83.01
2021-09-30 $4.2M 54k 78.23
2021-06-30 $4.3M 54k 79.24
2021-03-31 $4.0M 54k 73.93
2020-12-31 $3.7M 54k 68.56
2020-09-30 $2.8M 49k 57.38
2020-06-30 $2.6M 48k 53.64
2020-03-31 $2.1M 48k 43.17
2019-12-31 $2.9M 49k 59.61
2019-09-30 $2.7M 49k 55.95
2019-06-30 $2.7M 49k 55.87
2019-03-31 $2.6M 48k 53.95
2018-12-31 $2.2M 48k 46.48
2018-09-30 $2.6M 12k 220.54
2018-06-30 $2.5M 12k 212.15
2018-03-31 $2.4M 12k 206.47
2017-12-31 $2.4M 12k 208.12
2017-09-30 $2.3M 12k 197.16
2017-06-30 $2.2M 11k 192.08
2017-03-31 $2.1M 11k 185.95
2016-12-31 $2.0M 11k 178.85
2016-09-30 $2.0M 11k 174.33
2016-06-30 $1.9M 11k 168.21
2016-03-31 $1.9M 11k 162.93
2015-12-31 $1.8M 11k 160.14
2015-09-30 $1.7M 11k 155.57
2015-06-30 $2.0M 12k 170.31
2015-03-31 $2.1M 12k 172.41
2014-12-31 $1.9M 11k 167.04
2014-09-30 $1.3M 8.1k 158.32
2014-06-30 $1.3M 8.1k 162.53
2014-03-31 $1.3M 8.1k 154.74
2013-12-31 $1.2M 8.1k 149.92
2013-09-30 $1.1M 8.1k 139.04
2013-06-30 $1.1M 8.1k 129.90
2013-03-31 $1.0M 8.1k 124.34
2012-12-31 $915k 8.1k 113.09

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 Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Bank of New York Mellon
Baird Financial
Morgan Stanley
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Ameriprise Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund