BCM
IWN icon

BTC Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

BTC Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$552K Hold
2,496
– – 0.03% 173
2026
Q1 		$473K Hold
2,496
– – 0.03% 180
2025
Q4 		$452K Hold
2,496
– – 0.03% 174
2025
Q3 		$441K Hold
2,496
– – 0.03% 174
2025
Q2 		$394K Hold
2,496
– – 0.03% 174
2025
Q1 		$377K Hold
2,496
– – 0.03% 180
2024
Q4 		$410K Hold
2,496
– – 0.04% 175
2024
Q3 		$416K Hold
2,496
– – 0.04% 181
2024
Q2 		$380K Hold
2,496
– – 0.04% 180
2024
Q1 		$396K Buy
+2,496
New +$378K 0.04% 181
2023
Q3 		$338K Hold
2,496
– – 0.04% 187
2023
Q2 		$351K Hold
2,496
– – 0.04% 194
2023
Q1 		$342K Hold
2,496
– – 0.04% 178
2022
Q4 		$346K Sell
2,496
-38
-1% -$5.37K 0.04% 192
2022
Q3 		$326K Buy
2,534
+38
+2% +$5.49K 0.04% 193
2022
Q2 		$340K Hold
2,496
– – 0.04% 195
2022
Q1 		$402K Hold
2,496
– – 0.04% 203
2021
Q4 		$414K Buy
2,496
+996
+66% +$166K 0.04% 202
2021
Q3 		$240K Hold
1,500
– – 0.03% 183
2021
Q2 		$249K Hold
1,500
– – 0.03% 185
2021
Q1 		$239K Buy
+1,500
New +$227K 0.03% 213
2018
Q4 		– Sell
-1,500
Closed -$200K – 181
2018
Q3 		$200K Buy
+1,500
New +$202K 0.03% 167
2015
Q4 		– Sell
-10,179
Closed -$917K – 174
2015
Q3 		$917K Buy
10,179
+600
+6% +$57.6K 0.22% 110
2015
Q2 		$977K Sell
9,579
-1,630
-15% -$168K 0.23% 112
2015
Q1 		$1.16M Sell
11,209
-30,500
-73% -$3.08M 0.27% 111
2014
Q4 		$4.24M Buy
41,709
+8,500
+26% +$833K 1.05% 22
2014
Q3 		$3.11M Buy
+33,209
New +$3.29M 0.79% 47

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

BTC Capital Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,496 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #173.

BTC Capital Management first reported a position in IWN in Q3 2014 and has held it in 27 quarters since. The position peaked at $4.24M in Q4 2014. 578 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • BTC Capital Management held 2,496 shares of iShares Russell 2000 Value ETF worth $552K as of Q2 2026.
  • BTC Capital Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of BTC Capital Management's portfolio in Q2 2026, its #173 holding.
  • BTC Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2014 and has held it in 27 quarters since.
  • BTC Capital Management's iShares Russell 2000 Value ETF position peaked at $4.24M in Q4 2014.
  • 578 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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