TownSquare Capital’s iShares US Financial Services ETF IYG Stock Holding History

TownSquare Capital’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,022	Closed	-$237K	–	1133
2025 Q1	$237K	Buy	+3,022	New	+$243K	﹤0.01%	1465
2023 Q1	–	Sell	-4,620	Closed	-$243K	–	1009
2022 Q4	$243K	Buy	+4,620	New	+$242K	0.01%	844
2022 Q2	–	Sell	-3,966	Closed	-$238K	–	751
2022 Q1	$238K	Sell	3,966 -159	-4%	-$10K	0.01%	638
2021 Q4	$265K	Buy	4,125 +6	+0.1%	+$391	0.01%	620
2021 Q3	$258K	Sell	4,119 -1,644	-29%	-$103K	0.01%	601
2021 Q2	$354K	Sell	5,763 -213	-4%	-$13K	0.01%	472
2021 Q1	$341K	Sell	5,976 -2,349	-28%	-$127K	0.01%	457
2020 Q4	$416K	Buy	+8,325	New	+$376K	0.02%	396
2019 Q4	–	Sell	-9,180	Closed	-$446K	–	486
2019 Q3	$446K	Buy	9,180 +624	+7%	+$28.1K	0.04%	321
2019 Q2	$386K	Buy	+8,556	New	+$375K	0.04%	326

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

TownSquare Capital's IYG Position: Q2 2025 in Review

TownSquare Capital sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 3,022 shares — an estimated $237K sold.

TownSquare Capital first reported a position in IYG in Q2 2019 and held it in 10 quarters. The position peaked at $446K in Q3 2019. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

TownSquare Capital reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 3,022 iShares US Financial Services ETF shares in Q2 2025, an estimated $237K.
TownSquare Capital first reported a position in iShares US Financial Services ETF in Q2 2019 and held it in 10 quarters.
TownSquare Capital's iShares US Financial Services ETF position peaked at $446K in Q3 2019.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

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