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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Interchange Capital Partners sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 1,166 shares — an estimated $435K sold.

Interchange Capital Partners first reported a position in IWB in Q1 2025 and held it in 4 quarters. The position peaked at $435K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Interchange Capital Partners reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 1,166 iShares Russell 1000 ETF shares in Q1 2026, an estimated $435K.
  • Interchange Capital Partners first reported a position in iShares Russell 1000 ETF in Q1 2025 and held it in 4 quarters.
  • Interchange Capital Partners's iShares Russell 1000 ETF position peaked at $435K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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