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

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) 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 Growth Index

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 14k 95.75
2024-03-31 $1.2M 14k 84.53
2023-12-31 $1.1M 14k 75.10
2023-09-30 $983k 14k 68.42
2023-06-30 $1.0M 14k 70.49
2023-03-31 $917k 14k 63.89
2022-12-31 $839k 14k 58.50
2022-09-30 $829k 14k 57.83
2022-06-30 $1.1M 14k 76.32
2022-03-31 $1.1M 14k 76.31
2021-12-31 $1.3M 16k 83.66
2021-09-30 $1.2M 16k 73.82
2021-06-30 $1.3M 17k 72.72
2021-03-31 $1.2M 19k 65.05
2020-12-31 $1.2M 19k 63.79
2020-09-30 $1.1M 4.8k 231.27
2020-06-30 $991k 4.7k 208.72
2020-03-31 $822k 5.0k 164.89
2019-12-31 $909k 4.7k 193.73
2019-09-30 $855k 4.8k 179.81
2019-06-30 $851k 4.7k 179.27
2019-03-31 $816k 4.7k 172.48
2018-12-31 $711k 4.7k 150.67
2018-09-30 $1.1M 6.0k 176.93
2018-06-30 $979k 6.0k 162.41
2018-03-31 $935k 6.0k 155.11
2017-12-31 $871k 5.7k 152.73
2017-09-30 $954k 6.6k 143.57
2017-06-30 $928k 6.8k 136.87
2017-03-31 $891k 6.8k 131.42
2016-12-31 $822k 6.8k 121.54
2016-09-30 $772k 6.3k 121.73
2016-06-30 $739k 6.3k 116.64
2016-03-31 $732k 6.3k 115.95
2015-12-31 $727k 6.3k 115.80
2015-09-30 $674k 6.2k 107.89
2015-06-30 $710k 6.2k 113.89
2015-03-31 $713k 6.3k 113.90
2014-12-31 $695k 6.2k 111.41
2014-09-30 $664k 6.2k 106.77
2014-06-30 $652k 6.2k 105.18
2014-03-31 $679k 6.8k 99.85
2013-12-31 $431k 4.4k 98.67

More positions owned by New England Private Wealth Advisors

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

View all positions for New England Private Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index