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NewSquare Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NewSquare Capital’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$14.1K – 1202
2024
Q4 		$14.4K Hold
50
– – ﹤0.01% 243
2024
Q3 		$14.2K Hold
50
– – ﹤0.01% 205
2024
Q2 		$13.1K Buy
+50
New +$13K ﹤0.01% 214
2016
Q2 		– Sell
-56
Closed -$7K – 376
2016
Q1 		$7K Hold
56
– – ﹤0.01% 329
2015
Q4 		$8K Hold
56
– – ﹤0.01% 243
2015
Q3 		$8K Hold
56
– – ﹤0.01% 232
2015
Q2 		$9K Buy
+56
New +$8.58K ﹤0.01% 241

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewSquare Capital's IWO Position: Q1 2025 in Review

NewSquare Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 50 shares — an estimated $14.1K sold.

NewSquare Capital first reported a position in IWO in Q2 2015 and held it in 7 quarters. The position peaked at $14.4K in Q4 2024. 960 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • NewSquare Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 50 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $14.1K.
  • NewSquare Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and held it in 7 quarters.
  • NewSquare Capital's iShares Russell 2000 Growth ETF position peaked at $14.4K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

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