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 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TownSquare Capital's IWB Position: Q1 2026 in Review

TownSquare Capital held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 919 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #188.

TownSquare Capital first reported a position in IWB in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q1 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

TownSquare Capital held 919 shares of iShares Russell 1000 ETF worth $328K as of Q1 2026.
TownSquare Capital left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.07% of TownSquare Capital's portfolio in Q1 2026, its #188 holding.
TownSquare Capital first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 11 quarters since.
TownSquare Capital's iShares Russell 1000 ETF position peaked at $2.2M in Q1 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.