iShares S&P 100 Index shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors investment in iShares S&P 100 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 100 Index held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 100 Index by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 1.2k | 332.94 |
| 2025-06-30 | $376k | 1.2k | 313.40 |
| 2025-03-31 | $324k | 1.2k | 270.89 |
| 2024-12-31 | $346k | 1.2k | 288.91 |
| 2024-09-30 | $331k | 1.2k | 276.76 |
| 2024-03-31 | $295k | 1.2k | 247.17 |
| 2023-12-31 | $266k | 1.2k | 223.38 |
| 2023-09-30 | $238k | 1.2k | 200.78 |
| 2023-06-30 | $246k | 1.2k | 207.20 |
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