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Interchange Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Interchange Capital Partners’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed -$4K – 674
2020
Q4 		$4K Buy
+36
New +$4.54K ﹤0.01% 982

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AWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Interchange Capital Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2021, closing a stake of 36 shares — an estimated $4K sold.

Interchange Capital Partners first reported a position in IWY in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 210 funds tracked by Wall St. Rank hold IWY as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 36 iShares Russell Top 200 Growth ETF shares in Q1 2021, an estimated $4K.
  • Interchange Capital Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares Russell Top 200 Growth ETF position peaked at $4K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2021.

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