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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

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Quarterly reported holdings in iShares S&P 100 Index by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
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