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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$431K	Hold	2,619	–	–	0.03%	181
2026 Q1	$382K	Sell	2,619 -562	-18%	-$83.4K	0.03%	189
2025 Q4	$449K	Buy	3,181 +562	+21%	+$78.6K	0.03%	175
2025 Q3	$366K	Hold	2,619	–	–	0.03%	182
2025 Q2	$346K	Hold	2,619	–	–	0.03%	181
2025 Q1	$330K	Hold	2,619	–	–	0.03%	183
2024 Q4	$339K	Hold	2,619	–	–	0.03%	185
2024 Q3	$346K	Hold	2,619	–	–	0.03%	192
2024 Q2	$316K	Hold	2,619	–	–	0.03%	190
2024 Q1	$328K	Buy	+2,619	New	+$308K	0.03%	196
2023 Q3	$273K	Hold	2,619	–	–	0.03%	195
2023 Q2	$288K	Hold	2,619	–	–	0.03%	203
2023 Q1	$278K	Sell	2,619 -1,628	-38%	-$178K	0.03%	199
2022 Q4	$447K	Hold	4,247	–	–	0.05%	163
2022 Q3	$407K	Hold	4,247	–	–	0.05%	169
2022 Q2	$432K	Sell	4,247 -567	-12%	-$63.4K	0.05%	167
2022 Q1	$576K	Hold	4,814	–	–	0.06%	160
2021 Q4	$589K	Buy	4,814 +1,745	+57%	+$208K	0.06%	164
2021 Q3	$347K	Sell	3,069 -1,745	-36%	-$202K	0.04%	169
2021 Q2	$552K	Buy	4,814 +1,745	+57%	+$200K	0.06%	143
2021 Q1	$336K	Hold	3,069	–	–	0.04%	184
2020 Q4	$298K	Hold	3,069	–	–	0.04%	193
2020 Q3	$248K	Hold	3,069	–	–	0.03%	180
2020 Q2	$235K	Buy	+3,069	New	+$223K	0.04%	163
2020 Q1	–	Sell	-6,444	Closed	-$610K	–	171
2019 Q4	$610K	Sell	6,444 -440	-6%	-$40.2K	0.09%	129
2019 Q3	$619K	Hold	6,884	–	–	0.1%	127
2019 Q2	$614K	Sell	6,884 -178	-3%	-$15.6K	0.1%	129
2019 Q1	$613K	Hold	7,062	–	–	0.1%	129
2018 Q4	$539K	Hold	7,062	–	–	0.1%	133
2018 Q3	$636K	Buy	+7,062	New	+$639K	0.11%	130
2018 Q2	–	Sell	-8,522	Closed	-$737K	–	168
2018 Q1	$737K	Buy	8,522 +2,947	+53%	+$261K	0.12%	129
2017 Q4	$497K	Buy	5,575 +1,745	+46%	+$152K	0.09%	131
2017 Q3	$326K	Sell	3,830 -6,235	-62%	-$523K	0.06%	139
2017 Q2	$847K	Hold	10,065	–	–	0.15%	114
2017 Q1	$835K	Sell	10,065 -720	-7%	-$59.5K	0.16%	112
2016 Q4	$868K	Hold	10,785	–	–	0.17%	111
2016 Q3	$828K	Hold	10,785	–	–	0.17%	105
2016 Q2	$802K	Hold	10,785	–	–	0.17%	103
2016 Q1	$765K	Sell	10,785 -6,500	-38%	-$429K	0.18%	105
2015 Q4	$1.19M	Sell	17,285 -1,280	-7%	-$89.9K	0.28%	102
2015 Q3	$1.25M	Buy	18,565 +3,480	+23%	+$247K	0.3%	105
2015 Q2	$1.11M	Buy	15,085 +170	+1%	+$12.8K	0.26%	111
2015 Q1	$1.12M	Sell	14,915 -11,355	-43%	-$847K	0.26%	113
2014 Q4	$1.94M	Sell	26,270 -31,510	-55%	-$2.26M	0.48%	89
2014 Q3	$4.04M	Buy	+57,780	New	+$4.14M	1.02%	23

Other funds holding IWS

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

SGAM

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

BTC Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,619 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #181.

BTC Capital Management first reported a position in IWS in Q3 2014 and has held it in 45 quarters since. The position peaked at $4.04M in Q3 2014. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

BTC Capital Management held 2,619 shares of iShares Russell Mid-Cap Value ETF worth $431K as of Q2 2026.
BTC Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of BTC Capital Management's portfolio in Q2 2026, its #181 holding.
BTC Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and has held it in 45 quarters since.
BTC Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $4.04M in Q3 2014.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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