NewSquare Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

NewSquare Capital’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,843	Closed	-$343K	–	189
2025 Q3	$343K	Hold	2,843	–	–	0.02%	169
2025 Q2	$313K	Hold	2,843	–	–	0.02%	162
2025 Q1	$264K	Hold	2,843	–	–	0.02%	168
2024 Q4	$289K	Buy	+2,843	New	+$284K	0.02%	159
2024 Q2	–	Sell	-2,999	Closed	-$253K	–	408
2024 Q1	$253K	Buy	2,999 +2,843	+1,822%	+$228K	0.02%	150
2023 Q4	$11.7K	Hold	156	–	–	﹤0.01%	264
2023 Q3	$10.7K	Hold	156	–	–	﹤0.01%	304
2023 Q2	$11K	Sell	156 -64	-29%	-$4.23K	﹤0.01%	332
2023 Q1	$14.1K	Buy	220 +64	+41%	+$3.91K	﹤0.01%	311
2022 Q4	$9.13K	Hold	156	–	–	﹤0.01%	300
2022 Q3	$9K	Buy	+156	New	+$10.1K	﹤0.01%	260

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NewSquare Capital's IVW Position: Q4 2025 in Review

NewSquare Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2025, closing a stake of 2,843 shares — an estimated $343K sold.

NewSquare Capital first reported a position in IVW in Q3 2022 and held it in 11 quarters. The position peaked at $343K in Q3 2025. 2,078 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

NewSquare Capital reported no remaining iShares S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
NewSquare Capital sold 2,843 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $343K.
NewSquare Capital first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 11 quarters.
NewSquare Capital's iShares S&P 500 Growth ETF position peaked at $343K in Q3 2025.
2,078 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on NewSquare Capital's 13F filing for Q4 2025, filed 17 Feb 2026.