BTC Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
17,567
-583
| -3% | -$205K | 0.5% | 56 |
|
|
2025
Q1 | $5.77M | Buy |
18,150
+583
| +3% | +$185K | 0.53% | 62 |
|
|
2024
Q4 | $5.87M | Hold |
17,567
| – | – | 0.54% | 62 |
|
|
2024
Q3 | $5.74M | Hold |
17,567
| – | – | 0.51% | 65 |
|
|
2024
Q2 | $5.42M | Hold |
17,567
| – | – | 0.5% | 65 |
|
|
2024
Q1 | $5.27M | Buy |
+17,567
| New | +$5.27M | 0.48% | 74 |
|
|
2023
Q3 | $3.82M | Hold |
15,605
| – | – | 0.44% | 77 |
|
|
2023
Q2 | $3.97M | Hold |
15,605
| – | – | 0.43% | 81 |
|
|
2023
Q1 | $3.67M | Hold |
15,605
| – | – | 0.42% | 83 |
|
|
2022
Q4 | $3.44M | Buy |
+15,605
| New | +$3.44M | 0.41% | 85 |
|
|
2015
Q4 | – | Sell |
-1,785
| Closed | -$203K | – | 175 |
|
|
2015
Q3 | $203K | Buy |
+1,785
| New | +$203K | 0.05% | 161 |
|
|
2015
Q2 | – | Sell |
-1,700
| Closed | -$211K | – | 166 |
|
|
2015
Q1 | $211K | Buy |
+1,700
| New | +$211K | 0.05% | 140 |
|