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TownSquare Capital’s iShares Russell 2000 ETF IWM Stock Holding History

TownSquare Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$714K Sell
2,878
-393
-12% -$101K 0.16% 122
2025
Q4 		$805K Sell
3,271
-476
-13% -$117K 0.18% 112
2025
Q3 		$907K Sell
3,747
-1,719
-31% -$394K 0.14% 148
2025
Q2 		$1.18M Sell
5,466
-18,934
-78% -$3.81M 0.11% 171
2025
Q1 		$4.87M Sell
24,400
-1,430
-6% -$310K 0.05% 328
2024
Q4 		$5.71M Buy
25,830
+9,519
+58% +$2.17M 0.06% 283
2024
Q3 		$3.6M Buy
16,311
+1,563
+11% +$334K 0.04% 387
2024
Q2 		$2.99M Buy
14,748
+1,022
+7% +$207K 0.04% 394
2024
Q1 		$2.89M Buy
13,726
+6,881
+101% +$1.37M 0.04% 372
2023
Q4 		$1.37M Sell
6,845
-919
-12% -$165K 0.02% 513
2023
Q3 		$1.37M Sell
7,764
-987
-11% -$185K 0.03% 484
2023
Q2 		$1.64M Sell
8,751
-1,062
-11% -$189K 0.03% 430
2023
Q1 		$1.75M Buy
9,813
+479
+5% +$88.2K 0.04% 349
2022
Q4 		$1.63M Buy
9,334
+6,661
+249% +$1.18M 0.04% 348
2022
Q3 		$441K Sell
2,673
-220
-8% -$40.1K 0.01% 509
2022
Q2 		$490K Sell
2,893
-1,429
-33% -$263K 0.01% 470
2022
Q1 		$887K Buy
4,322
+457
+12% +$93.2K 0.02% 373
2021
Q4 		$860K Sell
3,865
-281
-7% -$63.5K 0.02% 377
2021
Q3 		$907K Buy
4,146
+21
+0.5% +$4.66K 0.03% 353
2021
Q2 		$932K Buy
4,125
+340
+9% +$76.4K 0.03% 335
2021
Q1 		$836K Sell
3,785
-394
-9% -$86K 0.03% 322
2020
Q4 		$820K Buy
4,179
+171
+4% +$29.9K 0.04% 318
2020
Q3 		$628K Buy
4,008
+107
+3% +$16.1K 0.04% 283
2020
Q2 		$545K Sell
3,901
-326
-8% -$42.8K 0.04% 272
2020
Q1 		$529K Sell
4,227
-1,168
-22% -$174K 0.04% 267
2019
Q4 		$894K Buy
5,395
+138
+3% +$21.8K 0.07% 190
2019
Q3 		$834K Sell
5,257
-238
-4% -$36.3K 0.07% 204
2019
Q2 		$838K Sell
5,495
-531
-9% -$81.9K 0.08% 192
2019
Q1 		$923K Buy
6,026
+1,949
+48% +$293K 0.07% 192
2018
Q4 		$616K Buy
+4,077
New +$608K 0.08% 186

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TownSquare Capital's IWM Position: Q1 2026 in Review

TownSquare Capital reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, selling an estimated $101K and leaving 2,878 shares worth $714K. The position accounts for 0.16% of the portfolio, ranked #122.

TownSquare Capital first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.71M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • TownSquare Capital held 2,878 shares of iShares Russell 2000 ETF worth $714K as of Q1 2026.
  • TownSquare Capital sold 393 iShares Russell 2000 ETF shares in Q1 2026, an estimated $101K.
  • iShares Russell 2000 ETF made up 0.16% of TownSquare Capital's portfolio in Q1 2026, its #122 holding.
  • TownSquare Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • TownSquare Capital's iShares Russell 2000 ETF position peaked at $5.71M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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