iShares S&P SmallCap 600 Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $229k | 2.0k | 116.93 |
| 2019-12-31 | $207k | 2.5k | 84.39 |
| 2019-06-30 | $278k | 3.6k | 78.16 |
| 2019-03-31 | $274k | 3.6k | 77.16 |
| 2018-12-31 | $242k | 3.5k | 69.26 |
| 2018-09-30 | $446k | 5.1k | 87.45 |
| 2018-06-30 | $325k | 3.9k | 83.44 |
| 2018-03-31 | $203k | 2.6k | 76.81 |
| 2017-12-31 | $203k | 2.6k | 76.92 |
| 2017-09-30 | $288k | 3.9k | 74.13 |
| 2017-06-30 | $273k | 3.9k | 70.45 |
| 2017-03-31 | $268k | 3.9k | 69.16 |
| 2015-12-31 | $294k | 2.7k | 110.24 |
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