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iShares Russell 2000 Index shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Index by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 29k 200.72
2023-09-30 $5.0M 28k 176.74
2023-06-30 $5.3M 28k 187.29
2023-03-31 $5.0M 28k 178.40
2022-12-31 $4.9M 28k 174.35
2022-09-30 $4.6M 28k 164.91
2022-06-30 $5.7M 28k 205.35
2022-03-31 $5.7M 28k 205.32
2021-12-31 $6.2M 28k 222.41
2021-09-30 $6.1M 28k 218.73
2021-06-30 $6.4M 28k 229.32
2021-03-31 $6.1M 28k 220.89
2020-12-31 $5.4M 28k 196.05
2020-09-30 $4.1M 28k 149.78
2020-06-30 $3.9M 28k 142.15
2020-03-31 $3.2M 28k 114.42
2019-12-31 $5.0M 30k 165.65
2019-09-30 $4.5M 30k 151.41
2019-06-30 $4.6M 30k 155.50
2019-03-31 $4.5M 30k 153.09
2018-12-31 $4.0M 30k 133.89
2018-09-30 $5.3M 31k 168.54
2018-06-30 $5.1M 31k 163.77
2018-03-31 $4.7M 31k 151.85
2017-12-31 $4.7M 31k 152.47
2017-09-30 $4.7M 32k 148.14
2017-06-30 $4.5M 32k 140.89
2017-03-31 $4.3M 32k 136.20
2016-12-31 $4.2M 31k 134.89
2016-09-30 $3.9M 31k 124.25
2016-06-30 $3.6M 32k 115.00
2016-03-31 $3.6M 32k 110.52
2015-12-31 $3.5M 31k 112.61
2015-09-30 $3.6M 33k 109.24
2015-06-30 $3.9M 31k 124.87
2015-03-31 $3.9M 31k 124.42
2014-12-31 $3.7M 31k 119.09
2014-09-30 $3.1M 29k 109.39
2014-06-30 $3.4M 29k 118.83
2014-03-31 $3.4M 29k 116.37
2013-12-31 $3.4M 29k 115.38
2013-09-30 $2.9M 27k 106.60
2013-06-30 $2.5M 26k 97.00
2013-03-31 $2.3M 26k 91.63
2012-12-31 $2.1M 26k 84.29

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 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index