Interchange Capital Partners
IYW icon

Interchange Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Interchange Capital Partners’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$856K Sell
3,233
-51
-2% -$12.7K 0.14% 137
2026
Q2 		$828K Sell
3,284
-6,556
-67% -$1.51M 0.16% 137
2026
Q1 		$1.38M Buy
9,840
+5,519
+128% +$1.07M 0.44% 59
2025
Q4 		$863K Sell
4,321
-460
-10% -$92K 0.16% 125
2025
Q3 		$936K Sell
4,781
-3,889
-45% -$711K 0.18% 104
2025
Q2 		$1.5M Sell
8,670
-1,230
-12% -$186K 0.35% 55
2025
Q1 		$1.39M Buy
9,900
+227
+2% +$35.4K 0.39% 58
2024
Q4 		$1.54M Sell
9,673
-979
-9% -$155K 0.56% 50
2024
Q3 		$1.62M Sell
10,652
-1,098
-9% -$161K 0.57% 47
2024
Q2 		$1.77M Buy
11,750
+4,146
+55% +$573K 0.64% 39
2024
Q1 		$1.09M Buy
7,604
+832
+12% +$108K 0.74% 33
2023
Q4 		$834K Buy
6,772
+1,409
+26% +$160K 0.62% 37
2023
Q3 		$563K Sell
5,363
-5,339
-50% -$581K 0.45% 57
2023
Q2 		$1.17M Buy
10,702
+2,496
+30% +$245K 0.89% 27
2023
Q1 		$762K Buy
8,206
+2,599
+46% +$218K 0.41% 63
2022
Q4 		$418K Buy
+5,607
New +$429K 0.43% 56
2021
Q1 		– Sell
-63
Closed -$5K – 681
2020
Q4 		$5K Buy
+63
New +$5.03K ﹤0.01% 933

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Patton Albertson Miller Group
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RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Interchange Capital Partners's IYW Position: Q3 2026 in Review

Interchange Capital Partners reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q3 2026, selling an estimated $12.7K and leaving 3,233 shares worth $856K. The position accounts for 0.14% of the portfolio, ranked #137.

Interchange Capital Partners first reported a position in IYW in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.77M in Q2 2024. 482 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Interchange Capital Partners held 3,233 shares of iShares US Technology ETF worth $856K as of Q3 2026.
  • Interchange Capital Partners sold 51 iShares US Technology ETF shares in Q3 2026, an estimated $12.7K.
  • iShares US Technology ETF made up 0.14% of Interchange Capital Partners's portfolio in Q3 2026, its #137 holding.
  • Interchange Capital Partners first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 17 quarters since.
  • Interchange Capital Partners's iShares US Technology ETF position peaked at $1.77M in Q2 2024.
  • 482 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.