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Interchange Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Interchange Capital Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-452
Closed -$30K – 671
2020
Q4 		$30K Buy
+452
New +$28.8K 0.02% 515

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

Interchange Capital Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2021, closing a stake of 452 shares — an estimated $30K sold.

Interchange Capital Partners first reported a position in IWR in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 994 funds tracked by Wall St. Rank hold IWR as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 452 iShares Russell Mid-Cap ETF shares in Q1 2021, an estimated $30K.
  • Interchange Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares Russell Mid-Cap ETF position peaked at $30K in Q4 2020.
  • 994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2021.

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