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iShares S&P 1500 Index Fund shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 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 S&P 1500 Index Fund by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.3k 161.97
2019-12-31 $272k 3.7k 72.71
2019-09-30 $251k 3.7k 67.27
2019-06-30 $248k 3.7k 66.60
2019-03-31 $240k 3.7k 64.62
2018-12-31 $209k 3.7k 56.38
2018-09-30 $240k 3.6k 66.39
2018-06-30 $225k 3.6k 62.43