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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Buy	+1,362	New	+$215K	0.04%	388
2026 Q1	–	Sell	-1,426	Closed	-$201K	–	395
2025 Q4	$201K	Buy	+1,426	New	+$199K	0.04%	405
2021 Q1	–	Sell	-1,077	Closed	-$104K	–	672
2020 Q4	$104K	Buy	+1,077	New	+$97.1K	0.06%	299

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Interchange Capital Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,362 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #388 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in IWS as recently as Q4 2025.

Interchange Capital Partners first reported a position in IWS in Q4 2020 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Interchange Capital Partners held 1,362 shares of iShares Russell Mid-Cap Value ETF worth $222K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Interchange Capital Partners position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #388 holding.
Interchange Capital Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 3 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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