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TownSquare Capital’s iShares Morningstar Growth ETF ILCG Stock Holding History

TownSquare Capital’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,402
Closed -$215K – 1718
2024
Q4 		$215K Buy
+2,402
New +$212K ﹤0.01% 1413
2023
Q3 		– Sell
-4,299
Closed -$268K – 1128
2023
Q2 		$268K Sell
4,299
-2,839
-40% -$163K ﹤0.01% 926
2023
Q1 		$395K Sell
7,138
-2,908
-29% -$152K 0.01% 760
2022
Q4 		$489K Buy
+10,046
New +$502K 0.01% 643

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

TownSquare Capital's ILCG Position: Q1 2025 in Review

TownSquare Capital sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 2,402 shares — an estimated $215K sold.

TownSquare Capital first reported a position in ILCG in Q4 2022 and held it in 4 quarters. The position peaked at $489K in Q4 2022. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • TownSquare Capital reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • TownSquare Capital sold 2,402 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $215K.
  • TownSquare Capital first reported a position in iShares Morningstar Growth ETF in Q4 2022 and held it in 4 quarters.
  • TownSquare Capital's iShares Morningstar Growth ETF position peaked at $489K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on TownSquare Capital's 13F filing for Q1 2025, filed 12 May 2025.