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 Q2	$3.4M	Sell	24,710 -6,714	-21%	-$887K	0.64%	27
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Interchange Capital Partners's IVW Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 21% in Q2 2026, selling an estimated $887K and leaving 24,710 shares worth $3.4M. The position accounts for 0.64% of the portfolio, ranked #27.

Interchange Capital Partners first reported a position in IVW in Q4 2020 and has held it in 13 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Interchange Capital Partners held 24,710 shares of iShares S&P 500 Growth ETF worth $3.4M as of Q2 2026.
Interchange Capital Partners sold 6,714 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $887K.
iShares S&P 500 Growth ETF made up 0.64% of Interchange Capital Partners's portfolio in Q2 2026, its #27 holding.
Interchange Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 13 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.