TownSquare Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TownSquare Capital’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,309	Closed	-$802K	–	1119
2025 Q1	$802K	Buy	6,309 +106	+2%	+$14.7K	0.01%	932
2024 Q4	$864K	Buy	6,203 +628	+11%	+$86.2K	0.01%	819
2024 Q3	$735K	Sell	5,575 -411	-7%	-$52.3K	0.01%	812
2024 Q2	$763K	Buy	5,986 +1,978	+49%	+$236K	0.01%	745
2024 Q1	$470K	Buy	+4,008	New	+$446K	0.01%	866
2022 Q1	–	Sell	-4,880	Closed	-$564K	–	744
2021 Q4	$564K	Buy	4,880 +948	+24%	+$106K	0.01%	454
2021 Q3	$403K	Buy	+3,932	New	+$415K	0.01%	489

Other funds holding IUSG

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TownSquare Capital's IUSG Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 6,309 shares — an estimated $802K sold.

TownSquare Capital first reported a position in IUSG in Q3 2021 and held it in 7 quarters. The position peaked at $864K in Q4 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

TownSquare Capital reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 6,309 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $802K.
TownSquare Capital first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 7 quarters.
TownSquare Capital's iShares Core S&P US Growth ETF position peaked at $864K in Q4 2024.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.