New England Private Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2025-09-30 $1.5M 13k 120.72
2025-06-30 $1.4M 12k 114.02
2025-03-31 $1.2M 12k 92.83
2024-12-31 $1.3M 12k 101.53
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)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

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
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index