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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
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

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Interchange Capital Partners increased its iShares US Technology ETF (IYW) stake by 128% in Q1 2026, buying an estimated $1.07M and bringing the position to 9,840 shares worth $1.38M. The position accounts for 0.44% of the portfolio, ranked #59.

Interchange Capital Partners first reported a position in IYW in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.77M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Interchange Capital Partners held 9,840 shares of iShares US Technology ETF worth $1.38M as of Q1 2026.
  • Interchange Capital Partners bought 5,519 iShares US Technology ETF shares in Q1 2026, an estimated $1.07M.
  • iShares US Technology ETF made up 0.44% of Interchange Capital Partners's portfolio in Q1 2026, its #59 holding.
  • Interchange Capital Partners first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 15 quarters since.
  • Interchange Capital Partners's iShares US Technology ETF position peaked at $1.77M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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