NewSquare Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

NewSquare Capital’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$3.88K	Buy
2025 Q1	–	Hold
2024 Q2	–	Sell
2024 Q1	$5.37K	Hold
2023 Q4	$4.96K	Hold
2023 Q3	$4.55K	Buy
2023 Q2	$3.16K	Hold
2023 Q1	$3.04K	Buy