Interchange Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Interchange Capital Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.94M	Buy	31,424 +4,172	+15%	+$502K	0.93%	23
2025 Q4	$3.36M	Sell	27,252 -178	-0.6%	-$21.8K	0.62%	28
2025 Q3	$3.31M	Sell	27,430 -1,294	-5%	-$149K	0.65%	27
2025 Q2	$3.15M	Sell	28,724 -1,931	-6%	-$191K	0.73%	24
2025 Q1	$2.85M	Buy	30,655 +500	+2%	+$50.4K	0.8%	24
2024 Q4	$3.06M	Sell	30,155 -1,765	-6%	-$176K	1.1%	19
2024 Q3	$3.06M	Sell	31,920 -2,100	-6%	-$194K	1.07%	19
2024 Q2	$3.15M	Buy	34,020 +14,885	+78%	+$1.28M	1.15%	17
2024 Q1	$1.8M	Buy	19,135 +9,946	+108%	+$799K	1.21%	19
2023 Q4	$691K	Buy	9,189 +66	+0.7%	+$4.7K	0.52%	54
2023 Q3	$624K	Buy	+9,123	New	+$646K	0.5%	51
2021 Q1	–	Sell	-878	Closed	-$56K	–	668
2020 Q4	$56K	Buy	+878	New	+$53.2K	0.03%	388

Other funds holding IVW

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Interchange Capital Partners's IVW Position: Q1 2026 in Review

Interchange Capital Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q1 2026, buying an estimated $502K and bringing the position to 31,424 shares worth $2.94M. The position accounts for 0.93% of the portfolio, ranked #23.

Interchange Capital Partners first reported a position in IVW in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.36M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Interchange Capital Partners held 31,424 shares of iShares S&P 500 Growth ETF worth $2.94M as of Q1 2026.
Interchange Capital Partners bought 4,172 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $502K.
iShares S&P 500 Growth ETF made up 0.93% of Interchange Capital Partners's portfolio in Q1 2026, its #23 holding.
Interchange Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 12 quarters since.
Interchange Capital Partners's iShares S&P 500 Growth ETF position peaked at $3.36M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.