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TownSquare Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TownSquare Capital’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,050
Closed -$336K – 294
2025
Q3 		$336K Sell
1,050
-6
-0.6% -$1.81K 0.05% 266
2025
Q2 		$302K Sell
1,056
-3,168
-75% -$834K 0.03% 474
2025
Q1 		$1.08M Buy
4,224
+442
+12% +$125K 0.01% 814
2024
Q4 		$1.09M Sell
3,782
-49
-1% -$14.5K 0.01% 744
2024
Q3 		$1.09M Sell
3,831
-42
-1% -$11.5K 0.01% 705
2024
Q2 		$1.02M Buy
3,873
+211
+6% +$54.8K 0.01% 677
2024
Q1 		$992K Sell
3,662
-548
-13% -$140K 0.01% 661
2023
Q4 		$1.06M Buy
4,210
+386
+10% +$87K 0.02% 576
2023
Q3 		$857K Sell
3,824
-1,807
-32% -$432K 0.02% 603
2023
Q2 		$1.37M Sell
5,631
-432
-7% -$99.1K 0.02% 474
2023
Q1 		$1.38M Buy
6,063
+1,431
+31% +$327K 0.03% 395
2022
Q4 		$994K Buy
4,632
+2,742
+145% +$601K 0.02% 456
2022
Q3 		$390K Buy
1,890
+231
+14% +$52K 0.01% 534
2022
Q2 		$342K Sell
1,659
-17
-1% -$3.79K 0.01% 523
2022
Q1 		$429K Sell
1,676
-6,415
-79% -$1.64M 0.01% 529
2021
Q4 		$2.37M Buy
8,091
+5,315
+191% +$1.6M 0.06% 253
2021
Q3 		$815K Buy
2,776
+1,360
+96% +$409K 0.02% 372
2021
Q2 		$436K Buy
1,416
+401
+40% +$121K 0.01% 443
2021
Q1 		$305K Hold
1,015
– – 0.01% 478
2020
Q4 		$291K Hold
1,015
– – 0.01% 423
2020
Q3 		$234K Hold
1,015
– – 0.01% 376
2020
Q2 		$207K Buy
+1,015
New +$190K 0.01% 378
2020
Q1 		– Sell
-1,015
Closed -$217K – 465
2019
Q4 		$217K Sell
1,015
-7
-0.7% -$1.42K 0.02% 409
2019
Q3 		$206K Hold
1,022
– – 0.02% 465
2019
Q2 		$204K Buy
+1,022
New +$202K 0.02% 443

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TownSquare Capital's IWO Position: Q4 2025 in Review

TownSquare Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 1,050 shares — an estimated $336K sold.

TownSquare Capital first reported a position in IWO in Q2 2019 and held it in 25 quarters. The position peaked at $2.37M in Q4 2021. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • TownSquare Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 1,050 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $336K.
  • TownSquare Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 25 quarters.
  • TownSquare Capital's iShares Russell 2000 Growth ETF position peaked at $2.37M in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.