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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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Blue Trust Inc's IWB Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Russell 1000 ETF (IWB) stake by 3.1% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,485 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #427.

Blue Trust Inc first reported a position in IWB in Q2 2022 and has held it in 17 quarters since. The position peaked at $637K in Q1 2023. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Blue Trust Inc held 1,485 shares of iShares Russell 1000 ETF worth $608K as of Q2 2026.
  • Blue Trust Inc bought 44 iShares Russell 1000 ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Russell 1000 ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #427 holding.
  • Blue Trust Inc first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Russell 1000 ETF position peaked at $637K in Q1 2023.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.