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TownSquare Capital’s iShares Core S&P US Value ETF IUSV Stock Holding History

TownSquare Capital’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,546
Closed -$696K – 1118
2025
Q1 		$696K Buy
7,546
+1,652
+28% +$155K 0.01% 987
2024
Q4 		$546K Buy
5,894
+1,128
+24% +$108K 0.01% 986
2024
Q3 		$455K Sell
4,766
-3
-0.1% -$276 0.01% 999
2024
Q2 		$420K Buy
+4,769
New +$420K 0.01% 950
2022
Q1 		– Sell
-7,281
Closed -$556K – 743
2021
Q4 		$556K Buy
7,281
+1,576
+28% +$117K 0.01% 463
2021
Q3 		$404K Buy
+5,705
New +$414K 0.01% 488

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TownSquare Capital's IUSV Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2025, closing a stake of 7,546 shares — an estimated $696K sold.

TownSquare Capital first reported a position in IUSV in Q3 2021 and held it in 6 quarters. The position peaked at $696K in Q1 2025. 727 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

  • TownSquare Capital reported no remaining iShares Core S&P US Value ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 7,546 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $696K.
  • TownSquare Capital first reported a position in iShares Core S&P US Value ETF in Q3 2021 and held it in 6 quarters.
  • TownSquare Capital's iShares Core S&P US Value ETF position peaked at $696K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

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