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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Buy	+906	New	+$211K	0.04%	394
2022 Q1	–	Sell	-15,093	Closed	-$2.53M	–	164
2021 Q4	$2.53M	Buy	+15,093	New	+$2.47M	2.55%	6
2021 Q2	–	Sell	-1,406	Closed	-$213K	–	155
2021 Q1	$213K	Buy	1,406 +666	+90%	+$96.4K	0.12%	216
2020 Q4	$101K	Buy	+740	New	+$94.9K	0.05%	302

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Interchange Capital Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 906 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in IWD as recently as Q4 2021.

Interchange Capital Partners first reported a position in IWD in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Interchange Capital Partners held 906 shares of iShares Russell 1000 Value ETF worth $220K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Interchange Capital Partners position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #394 holding.
Interchange Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 4 quarters since.
Interchange Capital Partners's iShares Russell 1000 Value ETF position peaked at $2.53M in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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