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Ishares shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares 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 by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 30 35.47

More positions owned by New England Capital Financial Advisors

Hartford Fds Exchange Traded Strategic Income (HFSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Mul (RLY)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Series Trust State Street Spd (SLYG)
Cohen & Steers Etf Trust Real Estate Acti (CSRE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Ishares

Citadel Advisors
LPL Financial
180 Wealth Advisors
Morgan Stanley
Jane Street
UBS Group
Fielder Capital Group
Ameriprise Financial
Commonwealth Equity Services
Systelligence
United Capital Financial Advisers
Belvedere Trading
Bank of America Corporation
Asset One Wealth Management
Simplex Trading

View all funds holding Ishares