iShares Russell 1000 Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 42k | 262.26 |
| 2023-09-30 | $10M | 44k | 234.91 |
| 2023-06-30 | $11M | 44k | 243.75 |
| 2023-03-31 | $9.8M | 44k | 225.23 |
| 2022-12-31 | $9.1M | 43k | 210.52 |
| 2022-09-30 | $9.0M | 46k | 197.33 |
| 2022-06-30 | $11M | 46k | 250.07 |
| 2022-03-31 | $11M | 46k | 250.07 |
| 2021-12-31 | $12M | 45k | 264.44 |
| 2021-09-30 | $12M | 49k | 241.71 |
| 2021-06-30 | $12M | 48k | 242.08 |
| 2021-03-31 | $11M | 48k | 223.83 |
| 2020-12-31 | $10M | 48k | 211.84 |
| 2020-09-30 | $9.0M | 48k | 187.15 |
| 2020-06-30 | $8.4M | 49k | 172.62 |
| 2020-03-31 | $6.9M | 49k | 141.53 |
| 2019-12-31 | $9.0M | 51k | 178.41 |
| 2019-09-30 | $8.5M | 52k | 164.54 |
| 2019-06-30 | $8.4M | 51k | 162.79 |
| 2019-03-31 | $8.0M | 51k | 157.31 |
| 2018-12-31 | $7.1M | 51k | 138.69 |
| 2018-09-30 | $8.3M | 51k | 161.72 |
| 2018-06-30 | $7.7M | 51k | 151.98 |
| 2018-03-31 | $7.5M | 51k | 146.87 |
| 2017-12-31 | $7.5M | 51k | 148.61 |
| 2017-09-30 | $7.1M | 50k | 139.89 |
| 2017-06-30 | $6.8M | 50k | 135.28 |
| 2017-03-31 | $6.6M | 50k | 131.12 |
| 2016-12-31 | $6.2M | 50k | 124.46 |
| 2016-09-30 | $6.0M | 50k | 120.46 |
| 2016-06-30 | $5.8M | 49k | 116.89 |
| 2016-03-31 | $5.6M | 49k | 114.09 |
| 2015-12-31 | $5.6M | 49k | 113.30 |
| 2015-09-30 | $4.4M | 42k | 107.05 |
| 2015-06-30 | $5.1M | 44k | 116.04 |
| 2015-03-31 | $5.1M | 44k | 115.41 |
| 2014-12-31 | $4.6M | 40k | 114.54 |
| 2014-09-30 | $4.2M | 38k | 109.88 |
| 2014-06-30 | $4.2M | 38k | 110.09 |
| 2014-03-31 | $4.0M | 38k | 104.76 |
| 2013-12-31 | $3.9M | 38k | 103.19 |
| 2013-09-30 | $3.6M | 38k | 94.18 |
| 2013-06-30 | $3.4M | 38k | 89.95 |
| 2013-03-31 | $3.3M | 38k | 86.29 |
| 2012-12-31 | $3.0M | 38k | 79.13 |
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