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iShares S&P 500 Value Index shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $869k 5.0k 173.92
2023-09-30 $766k 5.0k 153.84
2023-06-30 $803k 5.0k 161.28
2023-03-31 $755k 5.0k 151.78
2022-12-31 $721k 5.0k 145.11
2022-09-30 $636k 5.0k 128.38
2022-06-30 $773k 5.0k 155.88
2022-03-31 $773k 5.0k 155.85
2021-12-31 $828k 5.3k 156.70
2021-09-30 $767k 5.3k 145.43
2021-06-30 $776k 5.3k 147.30
2021-03-31 $540k 3.8k 141.07
2020-12-31 $489k 3.8k 127.91
2020-09-30 $429k 3.8k 112.45
2020-06-30 $681k 6.3k 108.49
2020-03-31 $602k 6.2k 96.66
2019-12-31 $753k 5.8k 130.28
2019-09-30 $700k 5.9k 119.39
2019-06-30 $683k 5.8k 116.77
2019-03-31 $655k 5.8k 112.54
2018-12-31 $585k 5.8k 101.02
2018-09-30 $663k 5.7k 115.87
2018-06-30 $626k 5.7k 110.04
2018-03-31 $622k 5.7k 109.33
2017-12-31 $607k 5.3k 114.18
2017-09-30 $663k 6.1k 108.14
2017-06-30 $659k 6.3k 104.49
2017-03-31 $656k 6.3k 104.01
2016-12-31 $636k 6.3k 101.26
2016-09-30 $541k 5.7k 94.75
2016-06-30 $530k 5.7k 92.98
2016-03-31 $511k 5.7k 90.09
2015-12-31 $480k 5.4k 88.58
2015-09-30 $471k 5.6k 84.00
2015-06-30 $515k 5.6k 92.13
2015-03-31 $513k 5.6k 92.20
2014-12-31 $519k 5.5k 93.75
2014-09-30 $497k 5.5k 90.20
2014-06-30 $495k 5.5k 90.25
2014-03-31 $526k 6.0k 87.22
2013-12-31 $339k 4.0k 85.61

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index