TownSquare Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TownSquare Capital’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,020	Closed	-$637K	–	1129
2025 Q1	$637K	Sell	3,020 -162	-5%	-$37.3K	0.01%	1022
2024 Q4	$749K	Buy	3,182 +921	+41%	+$211K	0.01%	869
2024 Q3	$498K	Sell	2,261 -22	-1%	-$4.68K	0.01%	966
2024 Q2	$490K	Sell	2,283 -223	-9%	-$44.4K	0.01%	894
2024 Q1	$489K	Sell	2,506 -642	-20%	-$120K	0.01%	858
2023 Q4	$552K	Buy	3,148 +1,791	+132%	+$294K	0.01%	760
2023 Q3	$209K	Sell	1,357 -30	-2%	-$4.79K	﹤0.01%	1024
2023 Q2	$220K	Buy	+1,387	New	+$202K	﹤0.01%	973

Other funds holding IWY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCBT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TownSquare Capital's IWY Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 3,020 shares — an estimated $637K sold.

TownSquare Capital first reported a position in IWY in Q2 2023 and held it in 8 quarters. The position peaked at $749K in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

TownSquare Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 3,020 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $637K.
TownSquare Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 8 quarters.
TownSquare Capital's iShares Russell Top 200 Growth ETF position peaked at $749K in Q4 2024.
573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

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