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	-20	Closed	-$3.88K	–	706
2025 Q2	$3.88K	Buy	+20	New	+$3.7K	﹤0.01%	858
2024 Q2	–	Sell	-30	Closed	-$5.37K	–	409
2024 Q1	$5.37K	Hold	30	–	–	﹤0.01%	290
2023 Q4	$4.96K	Hold	30	–	–	﹤0.01%	317
2023 Q3	$4.55K	Buy	30 +10	+50%	+$1.59K	﹤0.01%	387
2023 Q2	$3.16K	Hold	20	–	–	﹤0.01%	475
2023 Q1	$3.04K	Buy	+20	New	+$3.09K	﹤0.01%	520

Other funds holding IWD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return