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Interchange Capital Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Interchange Capital Partners’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-65
Closed -$3K – 673
2020
Q4 		$3K Buy
+65
New +$3.55K ﹤0.01% 1022

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AWM
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HGWM
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Truist Financial
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WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Interchange Capital Partners sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2021, closing a stake of 65 shares — an estimated $3K sold.

Interchange Capital Partners first reported a position in IWX in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 78 funds tracked by Wall St. Rank hold IWX as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 65 iShares Russell Top 200 Value ETF shares in Q1 2021, an estimated $3K.
  • Interchange Capital Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares Russell Top 200 Value ETF position peaked at $3K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2021.

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