Interchange Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$464K	Buy	2,327 +860	+59%	+$222K	0.15%	150
2025 Q4	$361K	Hold	1,467	–	–	0.07%	259
2025 Q3	$355K	Hold	1,467	–	–	0.07%	232
2025 Q2	$317K	Sell	1,467 -1,614	-52%	-$325K	0.07%	210
2025 Q1	$615K	Sell	3,081 -147	-5%	-$31.9K	0.17%	117
2024 Q4	$713K	Buy	3,228 +19	+0.6%	+$4.33K	0.26%	101
2024 Q3	$709K	Buy	3,209 +691	+27%	+$148K	0.25%	102
2024 Q2	$511K	Buy	+2,518	New	+$509K	0.19%	134
2023 Q2	–	Sell	-1,278	Closed	-$228K	–	183
2023 Q1	$228K	Buy	+1,278	New	+$235K	0.12%	180
2022 Q2	–	Sell	-1,124	Closed	-$230K	–	164
2022 Q1	$230K	Buy	1,124 +101	+10%	+$20.6K	0.24%	139
2021 Q4	$227K	Buy	+1,023	New	+$231K	0.23%	137
2021 Q2	–	Sell	-1,234	Closed	-$272K	–	156
2021 Q1	$272K	Buy	1,234 +2	+0.2%	+$437	0.15%	178
2020 Q4	$241K	Buy	+1,232	New	+$216K	0.13%	181

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Interchange Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 59% in Q1 2026, buying an estimated $222K and bringing the position to 2,327 shares worth $464K. The position accounts for 0.15% of the portfolio, ranked #150.

Interchange Capital Partners first reported a position in IWM in Q4 2020 and has held it in 13 quarters since. The position peaked at $713K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Interchange Capital Partners held 2,327 shares of iShares Russell 2000 ETF worth $464K as of Q1 2026.
Interchange Capital Partners bought 860 iShares Russell 2000 ETF shares in Q1 2026, an estimated $222K.
iShares Russell 2000 ETF made up 0.15% of Interchange Capital Partners's portfolio in Q1 2026, its #150 holding.
Interchange Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's iShares Russell 2000 ETF position peaked at $713K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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