BTC Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

BTC Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.86M	Sell	57,140 -50	-0.1%	-$6.6K	0.48%	58
2026 Q1	$6.47M	Sell	57,190 -3,460	-6%	-$416K	0.44%	65
2025 Q4	$7.48M	Buy	60,650 +6,930	+13%	+$848K	0.52%	54
2025 Q3	$6.49M	Buy	53,720 +3,542	+7%	+$407K	0.45%	62
2025 Q2	$5.52M	Hold	50,178	–	–	0.45%	69
2025 Q1	$4.66M	Sell	50,178 -480	-0.9%	-$48.4K	0.43%	71
2024 Q4	$5.14M	Hold	50,658	–	–	0.48%	66
2024 Q3	$4.85M	Hold	50,658	–	–	0.43%	73
2024 Q2	$4.69M	Hold	50,658	–	–	0.44%	70
2024 Q1	$4.28M	Buy	+50,658	New	+$4.07M	0.39%	81
2023 Q3	$3.43M	Hold	50,128	–	–	0.4%	83
2023 Q2	$3.53M	Hold	50,128	–	–	0.38%	87
2023 Q1	$3.2M	Hold	50,128	–	–	0.37%	86
2022 Q4	$2.93M	Hold	50,128	–	–	0.35%	91
2022 Q3	$2.9M	Hold	50,128	–	–	0.38%	88
2022 Q2	$3.02M	Hold	50,128	–	–	0.37%	88
2022 Q1	$3.83M	Hold	50,128	–	–	0.38%	83
2021 Q4	$4.19M	Hold	50,128	–	–	0.41%	81
2021 Q3	$3.71M	Sell	50,128 -10,648	-18%	-$812K	0.42%	79
2021 Q2	$4.42M	Hold	60,776	–	–	0.5%	70
2021 Q1	$3.96M	Hold	60,776	–	–	0.44%	76
2020 Q4	$3.88M	Hold	60,776	–	–	0.46%	74
2020 Q3	$3.51M	Sell	60,776 -5,324	-8%	-$301K	0.49%	70
2020 Q2	$3.43M	Buy	66,100 +39,972	+153%	+$1.92M	0.52%	65
2020 Q1	$1.08M	Hold	26,128	–	–	0.21%	101
2019 Q4	$1.26M	Hold	26,128	–	–	0.18%	105
2019 Q3	$1.18M	Hold	26,128	–	–	0.19%	104
2019 Q2	$1.17M	Hold	26,128	–	–	0.19%	107
2019 Q1	$1.13M	Hold	26,128	–	–	0.18%	110
2018 Q4	$984K	Hold	26,128	–	–	0.18%	111
2018 Q3	$1.16M	Buy	+26,128	New	+$1.12M	0.2%	110
2018 Q2	–	Sell	-26,128	Closed	-$1.01M	–	160
2018 Q1	$1.01M	Buy	26,128 +16,528	+172%	+$659K	0.17%	112
2017 Q4	$367K	Hold	9,600	–	–	0.06%	141
2017 Q3	$344K	Hold	9,600	–	–	0.06%	137
2017 Q2	$328K	Buy	+9,600	New	+$325K	0.06%	140

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BTC Capital Management's IVW Position: Q2 2026 in Review

BTC Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q2 2026, selling an estimated $6.6K and leaving 57,140 shares worth $7.86M. The position accounts for 0.48% of the portfolio, ranked #58.

BTC Capital Management first reported a position in IVW in Q2 2017 and has held it in 35 quarters since. 1,251 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BTC Capital Management held 57,140 shares of iShares S&P 500 Growth ETF worth $7.86M as of Q2 2026.
BTC Capital Management sold 50 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.6K.
iShares S&P 500 Growth ETF made up 0.48% of BTC Capital Management's portfolio in Q2 2026, its #58 holding.
BTC Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 35 quarters since.
1,251 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.