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BTC Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

BTC Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.4M Buy
81,262
+10,016
+14% +$3.97M 2.03% 10
2026
Q1 		$25.4M Sell
71,246
-2,585
-4% -$963K 1.72% 14
2025
Q4 		$27.6M Buy
73,831
+526
+0.7% +$195K 1.92% 13
2025
Q3 		$26.8M Buy
73,305
+1,786
+2% +$629K 1.85% 13
2025
Q2 		$24.3M Buy
71,519
+1,206
+2% +$379K 1.98% 12
2025
Q1 		$21.6M Sell
70,313
-6,528
-8% -$2.11M 1.97% 10
2024
Q4 		$24.8M Buy
76,841
+4,411
+6% +$1.43M 2.29% 10
2024
Q3 		$22.8M Sell
72,430
-12,876
-15% -$3.9M 2.02% 10
2024
Q2 		$25.4M Buy
85,306
+395
+0.5% +$113K 2.36% 8
2024
Q1 		$24.5M Buy
+84,911
New +$23.3M 2.24% 8
2023
Q3 		$18.3M Sell
78,038
-1,818
-2% -$445K 2.12% 7
2023
Q2 		$19.5M Sell
79,856
-2,323
-3% -$535K 2.11% 6
2023
Q1 		$18.8M Buy
82,179
+5,836
+8% +$1.28M 2.17% 6
2022
Q4 		$14.9M Buy
76,343
+12,661
+20% +$2.68M 1.8% 7
2022
Q3 		$12.6M Sell
63,682
-1,229
-2% -$270K 1.64% 11
2022
Q2 		$13.5M Sell
64,911
-4,280
-6% -$967K 1.65% 9
2022
Q1 		$17.3M Sell
69,191
-1,629
-2% -$402K 1.71% 10
2021
Q4 		$18.7M Buy
70,820
+5
+0% +$1.29K 1.85% 8
2021
Q3 		$17.1M Sell
70,815
-3,413
-5% -$848K 1.92% 8
2021
Q2 		$18M Sell
74,228
-53,456
-42% -$12.6M 2.05% 8
2021
Q1 		$28.6M Sell
127,684
-3,626
-3% -$794K 3.19% 4
2020
Q4 		$27.8M Sell
131,310
-16,322
-11% -$3.26M 3.32% 2
2020
Q3 		$27.6M Buy
147,632
+16,167
+12% +$2.99M 3.85% 2
2020
Q2 		$22.6M Buy
131,465
+18,820
+17% +$3.04M 3.45% 3
2020
Q1 		$15.9M Sell
112,645
-4,041
-3% -$683K 3.04% 4
2019
Q4 		$20.8M Sell
116,686
-2,557
-2% -$436K 2.96% 3
2019
Q3 		$19.6M Sell
119,243
-1,069
-0.9% -$175K 3.13% 3
2019
Q2 		$19.6M Sell
120,312
-8,405
-7% -$1.35M 3.17% 3
2019
Q1 		$20.2M Sell
128,717
-23,737
-16% -$3.59M 3.23% 3
2018
Q4 		$21.1M Buy
152,454
+44,795
+42% +$6.7M 3.79% 3
2018
Q3 		$17.4M Buy
+107,659
New +$17.1M 2.97% 4
2018
Q2 		– Sell
-153,752
Closed -$22.6M – 161
2018
Q1 		$22.6M Buy
153,752
+309
+0.2% +$46.9K 3.7% 3
2017
Q4 		$22.8M Buy
153,443
+3,504
+2% +$507K 3.93% 3
2017
Q3 		$21M Buy
149,939
+3,460
+2% +$475K 3.75% 3
2017
Q2 		$19.8M Buy
146,479
+8,776
+6% +$1.17M 3.58% 3
2017
Q1 		$18.1M Buy
137,703
+14,170
+11% +$1.84M 3.37% 3
2016
Q4 		$15.4M Buy
123,533
+13,292
+12% +$1.62M 3.04% 3
2016
Q3 		$13.3M Sell
110,241
-52,697
-32% -$6.33M 2.76% 4
2016
Q2 		$19M Buy
162,938
+50,442
+45% +$5.82M 4.12% 3
2016
Q1 		$12.8M Buy
112,496
+2,524
+2% +$273K 2.96% 4
2015
Q4 		$12.5M Sell
109,972
-149
-0.1% -$17K 2.92% 4
2015
Q3 		$11.8M Sell
110,121
-17,885
-14% -$2.03M 2.84% 4
2015
Q2 		$14.9M Sell
128,006
-3,085
-2% -$364K 3.45% 3
2015
Q1 		$15.2M Sell
131,091
-13,377
-9% -$1.54M 3.49% 3
2014
Q4 		$16.6M Sell
144,468
-2,135
-1% -$239K 4.1% 3
2014
Q3 		$16.1M Buy
+146,603
New +$16.2M 4.08% 3

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

BTC Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 14% in Q2 2026, buying an estimated $3.97M and bringing the position to 81,262 shares worth $33.4M. The position accounts for 2.03% of the portfolio, ranked #10.

BTC Capital Management first reported a position in IWB in Q3 2014 and has held it in 46 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • BTC Capital Management held 81,262 shares of iShares Russell 1000 ETF worth $33.4M as of Q2 2026.
  • BTC Capital Management bought 10,016 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.97M.
  • iShares Russell 1000 ETF made up 2.03% of BTC Capital Management's portfolio in Q2 2026, its #10 holding.
  • BTC Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2014 and has held it in 46 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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