NewSquare Capital’s iShares US Technology ETF IYW Stock Holding History

NewSquare Capital’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19	Closed	-$2.57K	–	414
2024 Q1	$2.57K	Buy	+19	New	+$2.47K	﹤0.01%	337
2023 Q4	–	Sell	-25	Closed	-$2.62K	–	569
2023 Q3	$2.62K	Sell	25 -41	-62%	-$4.46K	﹤0.01%	435
2023 Q2	$7.18K	Buy	+66	New	+$6.48K	﹤0.01%	375
2015 Q1	–	Sell	-800	Closed	-$21K	–	332
2014 Q4	$21K	Buy	+800	New	+$20.4K	0.01%	208

Other funds holding IYW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

NewSquare Capital's IYW Position: Q2 2024 in Review

NewSquare Capital sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 19 shares — an estimated $2.57K sold.

NewSquare Capital first reported a position in IYW in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q4 2014. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

NewSquare Capital reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 19 iShares US Technology ETF shares in Q2 2024, an estimated $2.57K.
NewSquare Capital first reported a position in iShares US Technology ETF in Q4 2014 and held it in 4 quarters.
NewSquare Capital's iShares US Technology ETF position peaked at $21K in Q4 2014.
1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.