NewSquare Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

NewSquare Capital’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-173	Closed	-$16.5K	–	743
2023 Q2	$16.7K	Buy	+173	New	+$15.8K	﹤0.01%	275
2016 Q2	–	Sell	-164	Closed	-$8K	–	377
2016 Q1	$8K	Hold	164	–	–	﹤0.01%	312
2015 Q4	$8K	Buy	164 +2	+1%	+$93	﹤0.01%	244
2015 Q3	$7K	Hold	162	–	–	﹤0.01%	238
2015 Q2	$8K	Buy	+162	New	+$8K	﹤0.01%	247

Other funds holding IWP

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

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

NewSquare Capital's IWP Position: Q3 2023 in Review

NewSquare Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 173 shares — an estimated $16.5K sold.

NewSquare Capital first reported a position in IWP in Q2 2015 and held it in 5 quarters. The position peaked at $16.7K in Q2 2023. 918 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

NewSquare Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 173 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $16.5K.
NewSquare Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and held it in 5 quarters.
NewSquare Capital's iShares Russell Mid-Cap Growth ETF position peaked at $16.7K in Q2 2023.
918 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.