iShares S&P MidCap 400 Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 45k | 65.26 |
| 2025-06-30 | $2.9M | 45k | 63.75 |
| 2025-03-31 | $2.6M | 45k | 58.35 |
| 2024-12-31 | $3.3M | 53k | 62.31 |
| 2024-09-30 | $3.3M | 53k | 62.32 |
| 2024-03-31 | $2.9M | 47k | 60.42 |
| 2023-12-31 | $2.6M | 9.4k | 277.15 |
| 2023-09-30 | $2.3M | 9.1k | 249.34 |
| 2023-06-30 | $2.6M | 9.8k | 261.52 |
| 2023-03-31 | $2.5M | 9.8k | 250.13 |
| 2022-12-31 | $2.4M | 9.8k | 241.87 |
| 2022-09-30 | $2.1M | 9.7k | 219.12 |
| 2022-06-30 | $3.0M | 11k | 268.34 |
| 2022-03-31 | $3.0M | 11k | 268.27 |
| 2021-12-31 | $4.2M | 15k | 282.99 |
| 2021-09-30 | $3.9M | 15k | 263.08 |
| 2021-06-30 | $3.9M | 15k | 268.73 |
| 2021-03-31 | $3.8M | 15k | 260.27 |
| 2020-12-31 | $3.1M | 14k | 229.91 |
| 2020-09-30 | $2.5M | 14k | 185.27 |
| 2020-06-30 | $2.4M | 14k | 176.45 |
| 2020-03-31 | $1.9M | 14k | 143.88 |
| 2019-12-31 | $2.8M | 14k | 205.81 |
| 2019-09-30 | $2.6M | 13k | 193.27 |
| 2019-06-30 | $3.0M | 15k | 194.29 |
| 2019-03-31 | $3.2M | 17k | 189.37 |
| 2018-12-31 | $3.6M | 22k | 166.02 |
| 2018-09-30 | $4.3M | 22k | 201.28 |
| 2018-06-30 | $4.2M | 22k | 194.81 |
| 2018-03-31 | $3.9M | 21k | 187.56 |
| 2017-12-31 | $4.4M | 23k | 189.78 |
| 2017-09-30 | $4.1M | 23k | 178.86 |
| 2017-06-30 | $4.0M | 23k | 173.92 |
| 2017-03-31 | $3.9M | 23k | 170.05 |
| 2016-12-31 | $3.3M | 20k | 165.33 |
| 2016-09-30 | $3.0M | 20k | 154.70 |
| 2016-06-30 | $2.3M | 15k | 149.40 |
| 2016-03-31 | $2.2M | 15k | 144.17 |
| 2015-12-31 | $5.8M | 42k | 139.31 |
| 2015-09-30 | $6.3M | 46k | 136.60 |
| 2015-06-30 | $6.7M | 45k | 149.99 |
| 2015-03-31 | $6.8M | 45k | 151.76 |
| 2014-12-31 | $6.5M | 45k | 144.71 |
| 2014-09-30 | $6.1M | 44k | 136.73 |
| 2014-06-30 | $6.3M | 44k | 143.07 |
| 2014-03-31 | $6.1M | 44k | 137.48 |
| 2013-12-31 | $5.9M | 44k | 133.81 |
| 2013-09-30 | $5.4M | 44k | 124.14 |
| 2013-06-30 | $5.0M | 44k | 115.50 |
| 2013-03-31 | $4.9M | 44k | 113.58 |
| 2012-12-31 | $3.2M | 32k | 101.69 |
More positions owned by New England Private Wealth Advisors
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