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

NewSquare Capital’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-420
Closed -$29.1K – 567
2023
Q3 		$29.1K Hold
420
– – ﹤0.01% 219
2023
Q2 		$30.7K Hold
420
– – ﹤0.01% 225
2023
Q1 		$29.4K Buy
+420
New +$29.7K ﹤0.01% 230

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's IWR Position: Q4 2023 in Review

NewSquare Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2023, closing a stake of 420 shares — an estimated $29.1K sold.

NewSquare Capital first reported a position in IWR in Q1 2023 and held it in 3 quarters. The position peaked at $30.7K in Q2 2023. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

  • NewSquare Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • NewSquare Capital sold 420 iShares Russell Mid-Cap ETF shares in Q4 2023, an estimated $29.1K.
  • NewSquare Capital first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 3 quarters.
  • NewSquare Capital's iShares Russell Mid-Cap ETF position peaked at $30.7K in Q2 2023.
  • 1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on NewSquare Capital's 13F filing for Q4 2023, filed 1 Feb 2024.