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

Interchange Capital Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-350
Closed -$100K – 669
2020
Q4 		$100K Buy
+350
New +$89.2K 0.05% 305

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
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B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Interchange Capital Partners's IWO Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 350 shares — an estimated $100K sold.

Interchange Capital Partners first reported a position in IWO in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 350 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $100K.
  • Interchange Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares Russell 2000 Growth ETF position peaked at $100K in Q4 2020.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.