Blue Trust Inc
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Blue Trust Inc’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Trust Inc’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$660K Buy
1,587
+102
+7% +$42.4K 0.01% 407
2026
Q2 		$608K Buy
1,485
+44
+3% +$17.4K 0.01% 427
2026
Q1 		$514K Buy
1,441
+177
+14% +$66K 0.01% 472
2025
Q4 		$472K Sell
1,264
-56
-4% -$20.7K 0.01% 505
2025
Q3 		$482K Sell
1,320
-15
-1% -$5.28K 0.01% 500
2025
Q2 		$453K Sell
1,335
-233
-15% -$73.1K 0.01% 487
2025
Q1 		$481K Buy
1,568
+8
+0.5% +$2.59K 0.01% 417
2024
Q4 		$502K Sell
1,560
-95
-6% -$30.8K 0.01% 378
2024
Q3 		$492K Buy
1,655
+31
+2% +$9.39K 0.01% 473
2024
Q2 		$468K Buy
1,624
+938
+137% +$269K 0.01% 402
2024
Q1 		$198K Sell
686
-42
-6% -$11.5K ﹤0.01% 506
2023
Q4 		$171K Buy
728
+175
+32% +$42.8K ﹤0.01% 498
2023
Q3 		$135K Hold
553
– – ﹤0.01% 536
2023
Q2 		$125K Sell
553
-2,472
-82% -$569K ﹤0.01% 455
2023
Q1 		$637K Buy
3,025
+1,319
+77% +$290K 0.01% 245
2022
Q4 		$337K Buy
1,706
+1,108
+185% +$235K 0.01% 332
2022
Q3 		$124K Hold
598
– – ﹤0.01% 456
2022
Q2 		$150K Buy
+598
New +$135K ﹤0.01% 386

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Blue Trust Inc's IWB Position: Q3 2026 in Review

Blue Trust Inc increased its iShares Russell 1000 ETF (IWB) stake by 6.9% in Q3 2026, buying an estimated $42.4K and bringing the position to 1,587 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #407.

Blue Trust Inc first reported a position in IWB in Q2 2022 and has held it in 18 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Blue Trust Inc held 1,587 shares of iShares Russell 1000 ETF worth $660K as of Q3 2026.
  • Blue Trust Inc bought 102 iShares Russell 1000 ETF shares in Q3 2026, an estimated $42.4K.
  • iShares Russell 1000 ETF made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #407 holding.
  • Blue Trust Inc first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.