BTC Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.12M	Hold	16,691	–	–	0.43%	63
2026 Q1	$6.19M	Hold	16,691	–	–	0.42%	68
2025 Q4	$6.46M	Sell	16,691 -876	-5%	-$336K	0.45%	65
2025 Q3	$6.66M	Hold	17,567	–	–	0.46%	59
2025 Q2	$6.17M	Sell	17,567 -583	-3%	-$189K	0.5%	56
2025 Q1	$5.77M	Buy	18,150 +583	+3%	+$195K	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	+$5.01M	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	+$3.47M	0.41%	85
2015 Q4	–	Sell	-1,785	Closed	-$203K	–	175
2015 Q3	$203K	Buy	+1,785	New	+$216K	0.05%	161
2015 Q2	–	Sell	-1,700	Closed	-$211K	–	166
2015 Q1	$211K	Buy	+1,700	New	+$209K	0.05%	140

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BTC Capital Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 16,691 shares worth $7.12M. The position accounts for 0.43% of the portfolio, ranked #63.

BTC Capital Management first reported a position in IWV in Q1 2015 and has held it in 16 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

BTC Capital Management held 16,691 shares of iShares Russell 3000 ETF worth $7.12M as of Q2 2026.
BTC Capital Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.43% of BTC Capital Management's portfolio in Q2 2026, its #63 holding.
BTC Capital Management first reported a position in iShares Russell 3000 ETF in Q1 2015 and has held it in 16 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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