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New England Capital Financial Advisors »

iShares Russell 1000 Value Index shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by New England Capital Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$33k	162	203.59
2025-06-30	$45k	232	194.23
2025-03-31	$44k	232	188.16
2024-12-31	$43k	232	185.13
2024-09-30	$44k	232	189.80
2024-06-30	$41k	232	174.47

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Ssga Active Etf Tr Mult Ass Rlrtn (RLY)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Capital Grp Fixed Incm Etf T Short Duration (CGSD)

Spdr Series Trust S&P 600 SMCP GRW (SLYG)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

Cohen & Steers Etf Trust Real Estate Acti (CSRE)

Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)

View all positions for New England Capital Financial Advisors

Top funds holding iShares Russell 1000 Value Index

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View all funds holding iShares Russell 1000 Value Index

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