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

TownSquare Capital’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,857	Closed	-$498K	–	1126
2025 Q1	$498K	Buy	5,857 +1,352	+30%	+$121K	0.01%	1126
2024 Q4	$398K	Buy	4,505 +682	+18%	+$61.9K	﹤0.01%	1120
2024 Q3	$337K	Buy	3,823 +829	+28%	+$69.8K	﹤0.01%	1124
2024 Q2	$243K	Sell	2,994 -15	-0.5%	-$1.22K	﹤0.01%	1143
2024 Q1	$253K	Sell	3,009 -293	-9%	-$23.2K	﹤0.01%	1057
2023 Q4	$257K	Buy	+3,302	New	+$235K	﹤0.01%	970
2023 Q3	–	Sell	-2,955	Closed	-$216K	–	1131
2023 Q2	$216K	Buy	+2,955	New	+$206K	﹤0.01%	978

Other funds holding IWR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TownSquare Capital's IWR Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 5,857 shares — an estimated $498K sold.

TownSquare Capital first reported a position in IWR in Q2 2023 and held it in 7 quarters. The position peaked at $498K in Q1 2025. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

TownSquare Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 5,857 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $498K.
TownSquare Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 7 quarters.
TownSquare Capital's iShares Russell Mid-Cap ETF position peaked at $498K in Q1 2025.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.