NewSquare Capital’s iShares Russell 2000 ETF IWM Stock Holding History

NewSquare Capital’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-100	Closed	-$22.1K	–	1201
2024 Q4	$22.1K	Hold	100	–	–	﹤0.01%	225
2024 Q3	$22.1K	Hold	100	–	–	﹤0.01%	183
2024 Q2	$20.3K	Buy	+100	New	+$20.2K	﹤0.01%	194
2023 Q1	–	Sell	-17	Closed	-$2.96K	–	926
2022 Q4	$2.96K	Hold	17	–	–	﹤0.01%	430
2022 Q3	$3K	Hold	17	–	–	﹤0.01%	332
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	309
2022 Q1	$3K	Buy	+17	New	+$3.47K	﹤0.01%	327
2020 Q1	–	Sell	-39	Closed	-$6K	–	381
2019 Q4	$6K	Buy	+39	New	+$6.16K	﹤0.01%	242
2019 Q1	–	Sell	-53	Closed	-$7K	–	343
2018 Q4	$7K	Buy	+53	New	+$7.91K	﹤0.01%	249

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital's IWM Position: Q1 2025 in Review

NewSquare Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 100 shares — an estimated $22.1K sold.

NewSquare Capital first reported a position in IWM in Q4 2018 and held it in 9 quarters. The position peaked at $22.1K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

NewSquare Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 100 iShares Russell 2000 ETF shares in Q1 2025, an estimated $22.1K.
NewSquare Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 9 quarters.
NewSquare Capital's iShares Russell 2000 ETF position peaked at $22.1K in Q4 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.