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 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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. 957 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.
957 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.