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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
2024
Q4 		– Sell
-600
Closed -$133K – 283
2024
Q3 		$133K Buy
+600
New +$128K 0.05% 256

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
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.