Interchange Capital Partners »

iShares S&P 500 Growth Index shares owned by Interchange Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Interchange Capital Partners from 13F filings

Historical chart of Interchange Capital Partners investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Interchange Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 27k 120.77
2025-06-30 $3.2M 29k 109.73
2025-03-31 $2.8M 31k 92.83
2024-12-31 $3.1M 30k 101.53
2024-09-30 $3.1M 32k 95.75
2024-06-30 $3.1M 34k 92.54
2024-03-31 $1.8M 19k 93.85
2023-12-31 $691k 9.2k 75.17
2023-09-30 $624k 9.1k 68.42
2020-12-31 $56k 878 63.78

More positions owned by Interchange Capital Partners

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Semler Scientific (SMLR)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Interchange Capital Partners

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index