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iShares Russell 1000 Value Index shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private Wealth 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 Private Wealth 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 Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 23k 189.80
2024-03-31 $4.1M 23k 179.01
2023-12-31 $3.7M 23k 165.25
2023-09-30 $3.4M 22k 151.82
2023-06-30 $3.5M 22k 157.86
2023-03-31 $3.4M 22k 152.26
2022-12-31 $3.4M 22k 151.64
2022-09-30 $3.0M 22k 135.98
2022-06-30 $3.7M 22k 166.02
2022-03-31 $3.7M 22k 166.00
2021-12-31 $3.7M 22k 167.97
2021-09-30 $3.3M 21k 156.58
2021-06-30 $3.4M 21k 158.63
2021-03-31 $3.0M 20k 151.54
2020-12-31 $2.5M 18k 136.78
2020-09-30 $1.6M 14k 118.25
2020-06-30 $1.5M 14k 112.54
2020-03-31 $1.4M 14k 99.20
2019-12-31 $1.9M 14k 136.40
2019-09-30 $1.6M 13k 128.14
2019-06-30 $1.6M 12k 127.23
2019-03-31 $1.5M 12k 123.49
2018-12-31 $1.4M 12k 111.03
2018-09-30 $1.7M 13k 126.60
2018-06-30 $1.6M 13k 121.39
2018-03-31 $1.6M 13k 119.94
2017-12-31 $1.7M 14k 124.21
2017-09-30 $1.5M 13k 118.43
2017-06-30 $1.5M 13k 116.33
2017-03-31 $1.5M 13k 115.00
2016-12-31 $1.4M 13k 112.00
2016-09-30 $1.3M 13k 105.49
2016-06-30 $1.3M 13k 103.23
2016-03-31 $1.2M 13k 98.86
2015-12-31 $1.3M 14k 97.88
2015-09-30 $1.3M 14k 93.16
2015-06-30 $1.4M 14k 103.24
2015-03-31 $2.3M 23k 102.97
2014-12-31 $2.1M 20k 104.44
2014-09-30 $2.2M 22k 100.06
2014-06-30 $2.2M 22k 101.22
2014-03-31 $2.1M 22k 96.47
2013-12-31 $2.0M 22k 94.16
2013-09-30 $1.9M 22k 86.21
2013-06-30 $494k 5.9k 83.91
2013-03-31 $322k 4.0k 80.30
2012-12-31 $291k 4.0k 72.66

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 Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index