NC
IVW icon

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 – 413
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return