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TownSquare Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

TownSquare Capital’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,444
Closed -$528K – 292
2025
Q3 		$528K Sell
4,444
-639
-13% -$73.5K 0.08% 213
2025
Q2 		$556K Sell
5,083
-73,843
-94% -$7.63M 0.05% 319
2025
Q1 		$8.25M Buy
78,926
+7,646
+11% +$863K 0.09% 215
2024
Q4 		$8.21M Buy
71,280
+41,015
+136% +$4.9M 0.09% 205
2024
Q3 		$3.54M Buy
30,265
+2,724
+10% +$308K 0.04% 390
2024
Q2 		$2.94M Sell
27,541
-12,748
-32% -$1.36M 0.04% 399
2024
Q1 		$4.45M Buy
40,289
+6,499
+19% +$690K 0.07% 289
2023
Q4 		$3.66M Sell
33,790
-22,109
-40% -$2.13M 0.06% 289
2023
Q3 		$5.27M Buy
55,899
+16,580
+42% +$1.66M 0.1% 200
2023
Q2 		$3.92M Buy
39,319
+25,396
+182% +$2.42M 0.07% 246
2023
Q1 		$1.35M Buy
13,923
+3,328
+31% +$333K 0.03% 400
2022
Q4 		$1M Buy
10,595
+1,914
+22% +$184K 0.02% 453
2022
Q3 		$757K Sell
8,681
-6,704
-44% -$651K 0.02% 407
2022
Q2 		$1.42M Buy
15,385
+7,356
+92% +$732K 0.04% 294
2022
Q1 		$867K Sell
8,029
-302
-4% -$32.6K 0.02% 377
2021
Q4 		$955K Buy
8,331
+2,311
+38% +$263K 0.02% 366
2021
Q3 		$658K Buy
6,020
+164
+3% +$18.1K 0.02% 399
2021
Q2 		$649K Sell
5,856
-1,574
-21% -$176K 0.02% 383
2021
Q1 		$806K Buy
7,430
+3,021
+69% +$316K 0.03% 327
2020
Q4 		$405K Buy
4,409
+360
+9% +$29.6K 0.02% 400
2020
Q3 		$298K Buy
4,049
+647
+19% +$46.4K 0.02% 346
2020
Q2 		$226K Sell
3,402
-905
-21% -$57.1K 0.02% 363
2020
Q1 		$262K Sell
4,307
-54
-1% -$4.02K 0.02% 355
2019
Q4 		$366K Sell
4,361
-1,515
-26% -$122K 0.03% 326
2019
Q3 		$477K Sell
5,876
-1,851
-24% -$143K 0.04% 313
2019
Q2 		$596K Buy
7,727
+2,495
+48% +$194K 0.06% 234
2019
Q1 		$404K Buy
5,232
+96
+2% +$7.37K 0.03% 309
2018
Q4 		$399K Buy
+5,136
New +$397K 0.05% 243

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TownSquare Capital's IJR Position: Q4 2025 in Review

TownSquare Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 4,444 shares — an estimated $528K sold.

TownSquare Capital first reported a position in IJR in Q4 2018 and held it in 28 quarters. The position peaked at $8.25M in Q1 2025. 2,732 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • TownSquare Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 4,444 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $528K.
  • TownSquare Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and held it in 28 quarters.
  • TownSquare Capital's iShares Core S&P Small-Cap ETF position peaked at $8.25M in Q1 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.