iShares Russell 2000 Value Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares Russell 2000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Value Index held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Value Index by New England Private Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $276k | 1.7k | 166.77 |
2024-03-31 | $303k | 1.9k | 157.35 |
2023-12-31 | $299k | 1.9k | 155.33 |
2023-09-30 | $259k | 1.9k | 135.53 |
2023-06-30 | $224k | 1.6k | 140.95 |
2023-03-31 | $218k | 1.6k | 137.06 |
2022-12-31 | $220k | 1.6k | 138.71 |
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