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NewSquare Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NewSquare Capital’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-114
Closed -$18.1K – 744
2023
Q2 		$18.1K Buy
+114
New +$16.6K ﹤0.01% 264

Other funds holding IWY

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Envestnet Portfolio Solutions
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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewSquare Capital's IWY Position: Q3 2023 in Review

NewSquare Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 114 shares — an estimated $18.1K sold.

NewSquare Capital first reported a position in IWY in Q2 2023 and held it in 1 quarter. The position peaked at $18.1K in Q2 2023. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

  • NewSquare Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 114 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $18.1K.
  • NewSquare Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 1 quarter.
  • NewSquare Capital's iShares Russell Top 200 Growth ETF position peaked at $18.1K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

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