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TownSquare Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

TownSquare Capital’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-343,167
Closed -$31.9M – 1123
2025
Q1 		$31.9M Buy
343,167
+165,456
+93% +$16.7M 0.34% 58
2024
Q4 		$18M Buy
177,711
+163
+0.1% +$16.3K 0.2% 91
2024
Q3 		$17M Sell
177,548
-156
-0.1% -$14.4K 0.2% 96
2024
Q2 		$16.4M Buy
177,704
+51,010
+40% +$4.4M 0.22% 91
2024
Q1 		$10.7M Buy
126,694
+55,424
+78% +$4.45M 0.16% 122
2023
Q4 		$5.35M Buy
71,270
+38,493
+117% +$2.74M 0.09% 214
2023
Q3 		$2.24M Buy
32,777
+14,821
+83% +$1.05M 0.04% 373
2023
Q2 		$1.27M Buy
17,956
+3,888
+28% +$257K 0.02% 497
2023
Q1 		$899K Buy
14,068
+6,912
+97% +$423K 0.02% 505
2022
Q4 		$419K Buy
7,156
+2,783
+64% +$167K 0.01% 688
2022
Q3 		$253K Buy
+4,373
New +$284K 0.01% 631
2022
Q2 		– Sell
-2,810
Closed -$215K – 749
2022
Q1 		$215K Buy
2,810
+12
+0.4% +$902 0.01% 659
2021
Q4 		$234K Buy
+2,798
New +$225K 0.01% 647

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TownSquare Capital's IVW Position: Q2 2025 in Review

TownSquare Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 343,167 shares — an estimated $31.9M sold.

TownSquare Capital first reported a position in IVW in Q4 2021 and held it in 13 quarters. The position peaked at $31.9M in Q1 2025. 1,883 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • TownSquare Capital reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 343,167 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $31.9M.
  • TownSquare Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and held it in 13 quarters.
  • TownSquare Capital's iShares S&P 500 Growth ETF position peaked at $31.9M in Q1 2025.
  • 1,883 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

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