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BTC Capital Management, Inc.: IWF position timeline

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

BTC Capital Management, Inc. held 358,431 IWF 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 358,431 shares
    Change vs previous 13F +270,293 shares

    2.71% of the 13F portfolio, value $44,588,087.

    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 88,138 shares
    Change vs previous 13F +936 shares

    2.54% of the 13F portfolio, value $37,582,037.

    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 87,202 shares
    Change vs previous 13F -1,840 shares

    2.88% of the 13F portfolio, value $41,272,714.

    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 89,042 shares
    Change vs previous 13F +1,230 shares

    2.88% of the 13F portfolio, value $41,708,166.

    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 87,812 shares
    Change vs previous 13F +1,869 shares

    3.04% of the 13F portfolio, value $37,283,219.

    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 85,943 shares
    Change vs previous 13F +1,464 shares

    2.84% of the 13F portfolio, value $31,028,107.

    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 84,479 shares
    Change vs previous 13F -3,388 shares

    3.15% of the 13F portfolio, value $33,943,153.

    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 87,867 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $32,983,514.

    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).