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

Interchange Capital Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
11,147
-301
-3% -$36.3K 0.26% 89
2026
Q1 		$1.03M Buy
11,448
+272
+2% +$30.9K 0.33% 74
2025
Q4 		$1.32M Sell
11,176
-44
-0.4% -$5.21K 0.25% 86
2025
Q3 		$1.31M Sell
11,220
-212
-2% -$23.6K 0.26% 74
2025
Q2 		$1.21M Sell
11,432
-16
-0.1% -$1.53K 0.28% 72
2025
Q1 		$1.03M Sell
11,448
-132
-1% -$13K 0.29% 73
2024
Q4 		$1.16M Hold
11,580
– – 0.42% 66
2024
Q3 		$1.09M Sell
11,580
-212
-2% -$19.2K 0.38% 72
2024
Q2 		$1.07M Buy
11,792
+2,900
+33% +$248K 0.39% 69
2024
Q1 		$749K Sell
8,892
-1,808
-17% -$146K 0.51% 55
2023
Q4 		$812K Buy
10,700
+12
+0.1% +$849 0.61% 40
2023
Q3 		$711K Buy
10,688
+32
+0.3% +$2.21K 0.56% 42
2023
Q2 		$733K Sell
10,656
-3,484
-25% -$222K 0.56% 40
2023
Q1 		$864K Buy
14,140
+5,320
+60% +$306K 0.47% 59
2022
Q4 		$472K Buy
8,820
+152
+2% +$8.36K 0.48% 50
2022
Q3 		$455K Sell
8,668
-548
-6% -$32.2K 0.5% 53
2022
Q2 		$503K Buy
9,216
+768
+9% +$46.1K 0.57% 49
2022
Q1 		$586K Sell
8,448
-192
-2% -$13.1K 0.6% 46
2021
Q4 		$660K Buy
8,640
+1,976
+30% +$146K 0.66% 37
2021
Q3 		$456K Buy
6,664
+1,664
+33% +$118K 0.76% 48
2021
Q2 		$339K Sell
5,000
-7,612
-60% -$491K 0.52% 68
2021
Q1 		$766K Buy
12,612
+2,056
+19% +$125K 0.42% 77
2020
Q4 		$636K Buy
+10,556
New +$601K 0.34% 81

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Interchange Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q2 2026, selling an estimated $36.3K and leaving 11,147 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #89.

Interchange Capital Partners first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Interchange Capital Partners held 11,147 shares of iShares Russell 1000 Growth ETF worth $1.38M as of Q2 2026.
  • Interchange Capital Partners sold 301 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $36.3K.
  • iShares Russell 1000 Growth ETF made up 0.26% of Interchange Capital Partners's portfolio in Q2 2026, its #89 holding.
  • Interchange Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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