TownSquare Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

TownSquare Capital’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,961	Closed	-$243K	–	1128
2025 Q1	$243K	Buy	2,961 +253	+9%	+$20.8K	﹤0.01%	1455
2024 Q4	$214K	Hold	2,708	–	–	﹤0.01%	1417
2024 Q3	$220K	Buy	2,708 +1	+0%	+$78	﹤0.01%	1342
2024 Q2	$203K	Buy	+2,707	New	+$203K	﹤0.01%	1209
2023 Q4	–	Sell	-3,067	Closed	-$200K	–	1180
2023 Q3	$200K	Sell	3,067 -83	-3%	-$5.63K	﹤0.01%	1039
2023 Q2	$212K	Buy	+3,150	New	+$207K	﹤0.01%	986

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TownSquare Capital's IWX Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 2,961 shares — an estimated $243K sold.

TownSquare Capital first reported a position in IWX in Q2 2023 and held it in 6 quarters. The position peaked at $243K in Q1 2025. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

TownSquare Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 2,961 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $243K.
TownSquare Capital first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and held it in 6 quarters.
TownSquare Capital's iShares Russell Top 200 Value ETF position peaked at $243K in Q1 2025.
206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

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