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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewSquare Capital's IWD Position: Q3 2025 in Review

NewSquare Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 20 shares — an estimated $3.88K sold.

NewSquare Capital first reported a position in IWD in Q1 2023 and held it in 6 quarters. The position peaked at $5.37K in Q1 2024. 1,756 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

NewSquare Capital reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 20 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $3.88K.
NewSquare Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 6 quarters.
NewSquare Capital's iShares Russell 1000 Value ETF position peaked at $5.37K in Q1 2024.
1,756 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.