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
Download as csvQuarterly 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 |
More positions owned by New England Private Wealth Advisors
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