BTC Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Hold	5,394	–	–	0.13%	118
2026 Q1	$1.69M	Hold	5,394	–	–	0.11%	126
2025 Q4	$1.74M	Hold	5,394	–	–	0.12%	122
2025 Q3	$1.73M	Hold	5,394	–	–	0.12%	120
2025 Q2	$1.54M	Sell	5,394 -5	-0.1%	-$1.32K	0.13%	117
2025 Q1	$1.38M	Sell	5,399 -34	-0.6%	-$9.6K	0.13%	116
2024 Q4	$1.56M	Sell	5,433 -14	-0.3%	-$4.14K	0.15%	110
2024 Q3	$1.55M	Sell	5,447 -20	-0.4%	-$5.48K	0.14%	111
2024 Q2	$1.44M	Hold	5,467	–	–	0.13%	112
2024 Q1	$1.48M	Buy	+5,467	New	+$1.4M	0.14%	116
2023 Q3	$1.24M	Hold	5,523	–	–	0.14%	120
2023 Q2	$1.34M	Sell	5,523 -13	-0.2%	-$2.98K	0.14%	120
2023 Q1	$1.26M	Hold	5,536	–	–	0.14%	115
2022 Q4	$1.19M	Sell	5,536 -22	-0.4%	-$4.82K	0.14%	119
2022 Q3	$1.15M	Buy	5,558 +22	+0.4%	+$4.95K	0.15%	116
2022 Q2	$1.14M	Sell	5,536 -1	-0%	-$223	0.14%	117
2022 Q1	$1.42M	Sell	5,537 -169	-3%	-$43.3K	0.14%	122
2021 Q4	$1.67M	Buy	5,706 +169	+3%	+$50.9K	0.17%	113
2021 Q3	$1.63M	Hold	5,537	–	–	0.18%	108
2021 Q2	$1.73M	Hold	5,537	–	–	0.2%	99
2021 Q1	$1.67M	Hold	5,537	–	–	0.19%	99
2020 Q4	$1.59M	Hold	5,537	–	–	0.19%	100
2020 Q3	$1.23M	Hold	5,537	–	–	0.17%	103
2020 Q2	$1.15M	Hold	5,537	–	–	0.18%	100
2020 Q1	$875K	Hold	5,537	–	–	0.17%	103
2019 Q4	$1.19M	Hold	5,537	–	–	0.17%	108
2019 Q3	$1.07M	Hold	5,537	–	–	0.17%	107
2019 Q2	$1.11M	Sell	5,537 -298	-5%	-$58.9K	0.18%	110
2019 Q1	$1.15M	Hold	5,835	–	–	0.18%	109
2018 Q4	$981K	Hold	5,835	–	–	0.18%	112
2018 Q3	$1.25M	Buy	+5,835	New	+$1.24M	0.21%	105
2018 Q2	–	Sell	-5,835	Closed	-$1.11M	–	165
2018 Q1	$1.11M	Buy	5,835 +4,265	+272%	+$819K	0.18%	109
2017 Q4	$293K	Hold	1,570	–	–	0.05%	150
2017 Q3	$281K	Hold	1,570	–	–	0.05%	142
2017 Q2	$265K	Hold	1,570	–	–	0.05%	145
2017 Q1	$253K	Hold	1,570	–	–	0.05%	149
2016 Q4	$241K	Hold	1,570	–	–	0.05%	157
2016 Q3	$234K	Hold	1,570	–	–	0.05%	155
2016 Q2	$215K	Hold	1,570	–	–	0.05%	152
2016 Q1	$208K	Hold	1,570	–	–	0.05%	155
2015 Q4	$218K	Sell	1,570 -4,130	-72%	-$586K	0.05%	158
2015 Q3	$764K	Sell	5,700 -1,880	-25%	-$279K	0.18%	115
2015 Q2	$1.17M	Buy	7,580 +550	+8%	+$84.3K	0.27%	110
2015 Q1	$1.07M	Buy	7,030 +1,500	+27%	+$219K	0.25%	114
2014 Q4	$788K	Sell	5,530 -3,480	-39%	-$471K	0.2%	107
2014 Q3	$1.17M	Buy	+9,010	New	+$1.21M	0.3%	99

Other funds holding IWO

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

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

BTC Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 5,394 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #118.

BTC Capital Management first reported a position in IWO in Q3 2014 and has held it in 46 quarters since. 585 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

BTC Capital Management held 5,394 shares of iShares Russell 2000 Growth ETF worth $2.13M as of Q2 2026.
BTC Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.13% of BTC Capital Management's portfolio in Q2 2026, its #118 holding.
BTC Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and has held it in 46 quarters since.
585 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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