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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
Q2 		– Sell
-600
Closed -$924 – 453
2026
Q1 		$924 Buy
+600
New +$155K ﹤0.01% 299
2025
Q2 		– Sell
-600
Closed -$924 – 299
2025
Q1 		$924 Buy
+600
New +$130K ﹤0.01% 290

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Interchange Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 37% in Q2 2026, selling an estimated $242K and leaving 1,467 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #220.

Interchange Capital Partners first reported a position in IWM in Q4 2020 and has held it in 14 quarters since. The position peaked at $713K in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Interchange Capital Partners held 1,467 shares of iShares Russell 2000 ETF worth $441K as of Q2 2026.
  • Interchange Capital Partners sold 860 iShares Russell 2000 ETF shares in Q2 2026, an estimated $242K.
  • iShares Russell 2000 ETF made up 0.08% of Interchange Capital Partners's portfolio in Q2 2026, its #220 holding.
  • Interchange Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 14 quarters since.
  • Interchange Capital Partners's iShares Russell 2000 ETF position peaked at $713K in Q4 2024.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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