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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
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)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index