Interchange Capital Partners’s iShares S&P 100 ETF OEF Stock Holding History

Interchange Capital Partners’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1	Closed	-$1K	–	824
2020 Q4	$1K	Buy	+1	New	+$163	﹤0.01%	1166

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Interchange Capital Partners's OEF Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares S&P 100 ETF (OEF) stake by 20% in Q2 2026, selling an estimated $183K and leaving 1,990 shares worth $728K. The position accounts for 0.14% of the portfolio, ranked #152.

Interchange Capital Partners first reported a position in OEF in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.15M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Interchange Capital Partners held 1,990 shares of iShares S&P 100 ETF worth $728K as of Q2 2026.
Interchange Capital Partners sold 510 iShares S&P 100 ETF shares in Q2 2026, an estimated $183K.
iShares S&P 100 ETF made up 0.14% of Interchange Capital Partners's portfolio in Q2 2026, its #152 holding.
Interchange Capital Partners first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 7 quarters since.
Interchange Capital Partners's iShares S&P 100 ETF position peaked at $2.15M in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.