TownSquare Capital’s iShares US Technology ETF IYW Stock Holding History

TownSquare Capital’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Hold	1,821	–	–	0.07%	187
2025 Q4	$364K	Sell	1,821 -15	-0.8%	-$3K	0.08%	173
2025 Q3	$360K	Sell	1,836 -194	-10%	-$35.5K	0.05%	258
2025 Q2	$352K	Sell	2,030 -22,454	-92%	-$3.4M	0.03%	433
2025 Q1	$3.44M	Sell	24,484 -560	-2%	-$87.2K	0.04%	428
2024 Q4	$3.99M	Sell	25,044 -56,485	-69%	-$8.94M	0.05%	370
2024 Q3	$12.4M	Buy	81,529 +114	+0.1%	+$16.8K	0.15%	127
2024 Q2	$12.3M	Buy	81,415 +5,044	+7%	+$697K	0.17%	112
2024 Q1	$10.3M	Buy	76,371 +21,134	+38%	+$2.75M	0.15%	131
2023 Q4	$6.78M	Buy	55,237 +40,549	+276%	+$4.59M	0.12%	167
2023 Q3	$1.54M	Buy	14,688 +12,295	+514%	+$1.34M	0.03%	461
2023 Q2	$261K	Sell	2,393 -1,281	-35%	-$126K	﹤0.01%	931
2023 Q1	$341K	Buy	+3,674	New	+$308K	0.01%	795

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

RIG

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

TownSquare Capital's IYW Position: Q1 2026 in Review

TownSquare Capital held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,821 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #187.

TownSquare Capital first reported a position in IYW in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.4M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

TownSquare Capital held 1,821 shares of iShares US Technology ETF worth $330K as of Q1 2026.
TownSquare Capital left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.07% of TownSquare Capital's portfolio in Q1 2026, its #187 holding.
TownSquare Capital first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 13 quarters since.
TownSquare Capital's iShares US Technology ETF position peaked at $12.4M in Q3 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.