BTC Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Hold	12,946	–	–	0.12%	122
2026 Q1	$1.66M	Sell	12,946 -359	-3%	-$48.6K	0.11%	127
2025 Q4	$1.82M	Buy	13,305 +359	+3%	+$50.2K	0.13%	119
2025 Q3	$1.84M	Hold	12,946	–	–	0.13%	118
2025 Q2	$1.8M	Hold	12,946	–	–	0.15%	110
2025 Q1	$1.52M	Hold	12,946	–	–	0.14%	113
2024 Q4	$1.64M	Hold	12,946	–	–	0.15%	104
2024 Q3	$1.52M	Hold	12,946	–	–	0.14%	114
2024 Q2	$1.43M	Hold	12,946	–	–	0.13%	113
2024 Q1	$1.48M	Buy	+12,946	New	+$1.4M	0.14%	117
2023 Q3	$1.18M	Hold	12,946	–	–	0.14%	121
2023 Q2	$1.25M	Hold	12,946	–	–	0.14%	123
2023 Q1	$1.18M	Hold	12,946	–	–	0.14%	120
2022 Q4	$1.08M	Hold	12,946	–	–	0.13%	126
2022 Q3	$1.01M	Hold	12,946	–	–	0.13%	121
2022 Q2	$1.02M	Hold	12,946	–	–	0.13%	121
2022 Q1	$1.3M	Hold	12,946	–	–	0.13%	125
2021 Q4	$1.49M	Hold	12,946	–	–	0.15%	118
2021 Q3	$1.45M	Hold	12,946	–	–	0.16%	113
2021 Q2	$1.47M	Hold	12,946	–	–	0.17%	101
2021 Q1	$1.32M	Hold	12,946	–	–	0.15%	105
2020 Q4	$1.33M	Hold	12,946	–	–	0.16%	104
2020 Q3	$1.12M	Hold	12,946	–	–	0.16%	106
2020 Q2	$1.02M	Hold	12,946	–	–	0.16%	103
2020 Q1	$787K	Hold	12,946	–	–	0.15%	106
2019 Q4	$988K	Hold	12,946	–	–	0.14%	112
2019 Q3	$915K	Hold	12,946	–	–	0.15%	110
2019 Q2	$923K	Hold	12,946	–	–	0.15%	115
2019 Q1	$878K	Hold	12,946	–	–	0.14%	117
2018 Q4	$736K	Hold	12,946	–	–	0.13%	124
2018 Q3	$877K	Buy	+12,946	New	+$861K	0.15%	117
2018 Q2	–	Sell	-12,946	Closed	-$796K	–	166
2018 Q1	$796K	Buy	+12,946	New	+$808K	0.13%	125
2014 Q4	–	Sell	-5,000	Closed	-$221K	–	145
2014 Q3	$221K	Buy	+5,000	New	+$223K	0.06%	131

Other funds holding IWP

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

BTC Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 12,946 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #122.

BTC Capital Management first reported a position in IWP in Q3 2014 and has held it in 33 quarters since. 665 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BTC Capital Management held 12,946 shares of iShares Russell Mid-Cap Growth ETF worth $1.9M as of Q2 2026.
BTC Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.12% of BTC Capital Management's portfolio in Q2 2026, its #122 holding.
BTC Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2014 and has held it in 33 quarters since.
665 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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