New England Private Wealth Advisors »

iShares S&P 100 Index shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $295k 1.2k 247.17
2023-12-31 $266k 1.2k 223.38
2023-09-30 $238k 1.2k 200.78
2023-06-30 $246k 1.2k 207.20

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 S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Evoke Wealth
Pnc Financial Services
Relative Value Partners

View all funds holding iShares S&P 100 Index