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TownSquare Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TownSquare Capital’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,935
Closed -$276K – 295
2025
Q3 		$276K Sell
1,935
-8
-0.4% -$1.13K 0.04% 296
2025
Q2 		$269K Sell
1,943
-8,547
-81% -$1.08M 0.03% 503
2025
Q1 		$1.23M Sell
10,490
-230
-2% -$29.6K 0.01% 762
2024
Q4 		$1.36M Buy
10,720
+163
+2% +$20.7K 0.02% 673
2024
Q3 		$1.24M Sell
10,557
-765
-7% -$85.5K 0.01% 669
2024
Q2 		$1.25M Buy
11,322
+2,543
+29% +$279K 0.02% 627
2024
Q1 		$1M Buy
8,779
+2,282
+35% +$247K 0.01% 655
2023
Q4 		$679K Sell
6,497
-68
-1% -$6.45K 0.01% 694
2023
Q3 		$600K Buy
6,565
+1,497
+30% +$143K 0.01% 701
2023
Q2 		$490K Sell
5,068
-4,919
-49% -$448K 0.01% 772
2023
Q1 		$909K Buy
9,987
+1,817
+22% +$162K 0.02% 500
2022
Q4 		$683K Buy
+8,170
New +$688K 0.02% 553
2022
Q1 		– Sell
-6,892
Closed -$794K – 745
2021
Q4 		$794K Buy
6,892
+4,308
+167% +$502K 0.02% 390
2021
Q3 		$290K Buy
+2,584
New +$297K 0.01% 565
2020
Q4 		– Sell
-2,920
Closed -$257K – 506
2020
Q3 		$257K Hold
2,920
– – 0.02% 367
2020
Q2 		$232K Sell
2,920
-1,600
-35% -$116K 0.02% 359
2020
Q1 		$309K Buy
4,520
+860
+23% +$62.7K 0.03% 327
2019
Q4 		$279K Buy
3,660
+592
+19% +$43.4K 0.02% 374
2019
Q3 		$222K Sell
3,068
-344
-10% -$24.7K 0.02% 446
2019
Q2 		$243K Buy
+3,412
New +$237K 0.02% 407

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

TownSquare Capital's IWP Position: Q4 2025 in Review

TownSquare Capital sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,935 shares — an estimated $276K sold.

TownSquare Capital first reported a position in IWP in Q2 2019 and held it in 20 quarters. The position peaked at $1.36M in Q4 2024. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • TownSquare Capital reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 1,935 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $276K.
  • TownSquare Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 20 quarters.
  • TownSquare Capital's iShares Russell Mid-Cap Growth ETF position peaked at $1.36M in Q4 2024.
  • 1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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