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BTC Capital Management, Inc.: IWM position timeline

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

BTC Capital Management, Inc. held 79,974 IWM 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 79,974 shares
    Change vs previous 13F +2,029 shares

    1.46% of the 13F portfolio, value $24,067,557.

    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 77,945 shares
    Change vs previous 13F +1,132 shares

    1.31% of the 13F portfolio, value $19,354,912.

    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 76,813 shares
    Change vs previous 13F -644 shares

    1.32% of the 13F portfolio, value $18,896,474.

    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 77,457 shares
    Change vs previous 13F +1,411 shares

    1.29% of the 13F portfolio, value $18,738,350.

    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 76,046 shares
    Change vs previous 13F +2,885 shares

    1.34% of the 13F portfolio, value $16,408,029.

    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 73,161 shares
    Change vs previous 13F +4,352 shares

    1.33% of the 13F portfolio, value $14,596,480.

    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 68,809 shares
    Change vs previous 13F -1,572 shares

    1.41% of the 13F portfolio, value $15,202,496.

    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 70,381 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $15,546,462.

    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).