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Interchange Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Interchange Capital Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+540
New +$214K 0.04% 390
2026
Q1 		– Sell
-1,166
Closed -$435K – 394
2025
Q4 		$435K Hold
1,166
– – 0.08% 223
2025
Q3 		$426K Hold
1,166
– – 0.08% 208
2025
Q2 		$396K Sell
1,166
-238
-17% -$74.7K 0.09% 177
2025
Q1 		$431K Buy
+1,404
New +$454K 0.12% 157

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Interchange Capital Partners opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 540 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #390 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in IWB as recently as Q4 2025.

Interchange Capital Partners first reported a position in IWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $435K in Q4 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Interchange Capital Partners held 540 shares of iShares Russell 1000 ETF worth $221K as of Q2 2026.
  • iShares Russell 1000 ETF was a new Interchange Capital Partners position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #390 holding.
  • Interchange Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Interchange Capital Partners's iShares Russell 1000 ETF position peaked at $435K in Q4 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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