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New England Capital Financial Advisors »

iShares Russell 2000 Growth Index shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by New England Capital Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$146k	540	270.66
2023-12-31	$136k	539	252.23
2023-09-30	$120k	537	224.03
2023-06-30	$130k	537	242.53
2023-03-31	$122k	536	226.79
2022-12-31	$122k	535	228.26

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Capital Grp Fixed Incm Etf T Short Duration (CGSD)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Spdr Ser Tr Bloomberg Invt (FLRN)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation

Babson Capital Management

Tiaa Trust, National Association

Wells Fargo & Company

Cassaday & Co Wealth Management

Goldman Sachs Group

Commonwealth Equity Services

Pnc Financial Services

View all funds holding iShares Russell 2000 Growth Index

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