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 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 $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Interchange Capital Partners's IWS Position: Q1 2026 in Review

Interchange Capital Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 1,426 shares — an estimated $201K sold.

Interchange Capital Partners first reported a position in IWS in Q4 2020 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Interchange Capital Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Interchange Capital Partners sold 1,426 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $201K.
Interchange Capital Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 2 quarters.
Interchange Capital Partners's iShares Russell Mid-Cap Value ETF position peaked at $201K in Q4 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.