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TownSquare Capital’s iShares Russell 3000 ETF IWV Stock Holding History

TownSquare Capital’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,329
Closed -$1.38M – 1127
2025
Q1 		$1.38M Sell
4,329
-439
-9% -$147K 0.01% 719
2024
Q4 		$1.59M Buy
4,768
+72
+2% +$24.2K 0.02% 627
2024
Q3 		$1.53M Sell
4,696
-364
-7% -$115K 0.02% 613
2024
Q2 		$1.56M Buy
5,060
+329
+7% +$98.2K 0.02% 568
2024
Q1 		$1.42M Sell
4,731
-572
-11% -$163K 0.02% 568
2023
Q4 		$1.45M Buy
5,303
+64
+1% +$16.3K 0.02% 500
2023
Q3 		$1.28M Buy
5,239
+62
+1% +$15.8K 0.02% 501
2023
Q2 		$1.32M Buy
5,177
+2,627
+103% +$632K 0.02% 485
2023
Q1 		$600K Buy
+2,550
New +$589K 0.01% 617

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TownSquare Capital's IWV Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Russell 3000 ETF (IWV) in Q2 2025, closing a stake of 4,329 shares — an estimated $1.38M sold.

TownSquare Capital first reported a position in IWV in Q1 2023 and held it in 9 quarters. The position peaked at $1.59M in Q4 2024. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

  • TownSquare Capital reported no remaining iShares Russell 3000 ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 4,329 iShares Russell 3000 ETF shares in Q2 2025, an estimated $1.38M.
  • TownSquare Capital first reported a position in iShares Russell 3000 ETF in Q1 2023 and held it in 9 quarters.
  • TownSquare Capital's iShares Russell 3000 ETF position peaked at $1.59M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

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