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BTC Capital Management, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on IWB, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 81,262 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,262 shares
    Change vs previous 13F +10,016 shares

    2.03% of the 13F portfolio, value $33,361,331.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,246 shares
    Change vs previous 13F -2,585 shares

    1.72% of the 13F portfolio, value $25,391,350.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,831 shares
    Change vs previous 13F +526 shares

    1.92% of the 13F portfolio, value $27,571,451.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,305 shares
    Change vs previous 13F +1,786 shares

    1.85% of the 13F portfolio, value $26,791,511.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,519 shares
    Change vs previous 13F +1,206 shares

    1.98% of the 13F portfolio, value $24,285,708.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,313 shares
    Change vs previous 13F -6,528 shares

    1.97% of the 13F portfolio, value $21,563,820.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 76,841 shares
    Change vs previous 13F +4,411 shares

    2.29% of the 13F portfolio, value $24,755,738.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,430 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $22,771,275.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).