New England Private Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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