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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Sell	47,200 -934	-2%	-$98.2K	0.32%	86
2026 Q1	$4.68M	Buy	48,134 +934	+2%	+$93.3K	0.32%	89
2025 Q4	$4.54M	Buy	47,200 +1,444	+3%	+$139K	0.32%	83
2025 Q3	$4.42M	Buy	45,756 +728	+2%	+$69K	0.3%	82
2025 Q2	$4.14M	Sell	45,028 -50	-0.1%	-$4.32K	0.34%	79
2025 Q1	$3.83M	Sell	45,078 -301	-0.7%	-$26.8K	0.35%	76
2024 Q4	$4.01M	Sell	45,379 -6,638	-13%	-$603K	0.37%	72
2024 Q3	$4.58M	Buy	52,017 +6,431	+14%	+$542K	0.41%	74
2024 Q2	$3.7M	Hold	45,586	–	–	0.34%	79
2024 Q1	$3.83M	Buy	+45,586	New	+$3.61M	0.35%	84
2023 Q3	$3.18M	Sell	45,916 -15,600	-25%	-$1.14M	0.37%	86
2023 Q2	$4.49M	Hold	61,516	–	–	0.49%	73
2023 Q1	$4.3M	Hold	61,516	–	–	0.49%	73
2022 Q4	$4.15M	Sell	61,516 -874	-1%	-$58.9K	0.5%	70
2022 Q3	$3.88M	Buy	62,390 +874	+1%	+$60.1K	0.51%	70
2022 Q2	$3.98M	Sell	61,516 -1,087	-2%	-$77.4K	0.49%	69
2022 Q1	$4.89M	Buy	62,603 +1,087	+2%	+$83.7K	0.48%	68
2021 Q4	$5.11M	Hold	61,516	–	–	0.5%	63
2021 Q3	$4.81M	Buy	61,516 +15,600	+34%	+$1.25M	0.54%	62
2021 Q2	$3.64M	Sell	45,916 -3,288	-7%	-$255K	0.41%	75
2021 Q1	$3.64M	Hold	49,204	–	–	0.41%	83
2020 Q4	$3.37M	Hold	49,204	–	–	0.4%	82
2020 Q3	$2.82M	Hold	49,204	–	–	0.39%	78
2020 Q2	$2.64M	Hold	49,204	–	–	0.4%	78
2020 Q1	$2.13M	Sell	49,204 -1,110	-2%	-$61.1K	0.41%	78
2019 Q4	$3M	Sell	50,314 -498	-1%	-$28.6K	0.43%	83
2019 Q3	$2.84M	Hold	50,812	–	–	0.45%	80
2019 Q2	$2.84M	Sell	50,812 -2,836	-5%	-$156K	0.46%	80
2019 Q1	$2.89M	Hold	53,648	–	–	0.46%	82
2018 Q4	$2.49M	Hold	53,648	–	–	0.45%	79
2018 Q3	$2.96M	Buy	+53,648	New	+$2.94M	0.51%	73
2018 Q2	–	Sell	-62,452	Closed	-$3.22M	–	167
2018 Q1	$3.22M	Buy	62,452 +37,296	+148%	+$1.97M	0.53%	71
2017 Q4	$1.31M	Sell	25,156 -17,116	-40%	-$869K	0.23%	97
2017 Q3	$2.08M	Sell	42,272 -640	-1%	-$30.9K	0.37%	87
2017 Q2	$2.06M	Hold	42,912	–	–	0.37%	90
2017 Q1	$2.01M	Buy	42,912 +4,340	+11%	+$201K	0.37%	90
2016 Q4	$1.73M	Hold	38,572	–	–	0.34%	95
2016 Q3	$1.68M	Sell	38,572 -17,680	-31%	-$766K	0.35%	94
2016 Q2	$2.37M	Hold	56,252	–	–	0.51%	73
2016 Q1	$2.29M	Sell	56,252 -9,112	-14%	-$347K	0.53%	74
2015 Q4	$2.62M	Sell	65,364 -536	-0.8%	-$21.8K	0.61%	67
2015 Q3	$2.56M	Buy	65,900 +5,624	+9%	+$233K	0.62%	63
2015 Q2	$2.56M	Sell	60,276 -2,516	-4%	-$109K	0.6%	65
2015 Q1	$2.71M	Buy	62,792 +1,428	+2%	+$60.7K	0.62%	57
2014 Q4	$2.56M	Buy	61,364 +2,900	+5%	+$118K	0.63%	65
2014 Q3	$2.31M	Buy	+58,464	New	+$2.36M	0.59%	76

Other funds holding IWR

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

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

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

BTC Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $98.2K and leaving 47,200 shares worth $5.21M. The position accounts for 0.32% of the portfolio, ranked #86.

BTC Capital Management first reported a position in IWR in Q3 2014 and has held it in 46 quarters since. 917 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

BTC Capital Management held 47,200 shares of iShares Russell Mid-Cap ETF worth $5.21M as of Q2 2026.
BTC Capital Management sold 934 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $98.2K.
iShares Russell Mid-Cap ETF made up 0.32% of BTC Capital Management's portfolio in Q2 2026, its #86 holding.
BTC Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and has held it in 46 quarters since.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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