TownSquare Capital’s iShares Russell 1000 ETF IWB Stock Holding History

TownSquare Capital’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Sell	882 -37	-4%	-$14.7K	0.07%	210
2026 Q1	$328K	Hold	919	–	–	0.07%	188
2025 Q4	$343K	Hold	919	–	–	0.08%	177
2025 Q3	$336K	Buy	+919	New	+$324K	0.05%	267
2025 Q2	–	Sell	-7,186	Closed	-$2.2M	–	1125
2025 Q1	$2.2M	Buy	7,186 +421	+6%	+$136K	0.02%	582
2024 Q4	$2.18M	Buy	6,765 +2,063	+44%	+$668K	0.02%	552
2024 Q3	$1.48M	Buy	4,702 +1,668	+55%	+$505K	0.02%	622
2024 Q2	$903K	Buy	3,034 +786	+35%	+$226K	0.01%	698
2024 Q1	$647K	Buy	2,248 +590	+36%	+$162K	0.01%	777
2023 Q4	$435K	Buy	1,658 +14	+0.9%	+$3.43K	0.01%	818
2023 Q3	$386K	Buy	1,644 +777	+90%	+$190K	0.01%	838
2023 Q2	$211K	Buy	+867	New	+$200K	﹤0.01%	988

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TownSquare Capital's IWB Position: Q2 2026 in Review

TownSquare Capital reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q2 2026, selling an estimated $14.7K and leaving 882 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #210.

TownSquare Capital first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q1 2025. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

TownSquare Capital held 882 shares of iShares Russell 1000 ETF worth $361K as of Q2 2026.
TownSquare Capital sold 37 iShares Russell 1000 ETF shares in Q2 2026, an estimated $14.7K.
iShares Russell 1000 ETF made up 0.07% of TownSquare Capital's portfolio in Q2 2026, its #210 holding.
TownSquare Capital first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
TownSquare Capital's iShares Russell 1000 ETF position peaked at $2.2M in Q1 2025.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on TownSquare Capital's 13F filing for Q2 2026, filed 14 Aug 2026.