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

Blue Trust Inc’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Sell	95,399 -14,661	-13%	-$1.77M	0.12%	55
2026 Q1	$11.7M	Sell	110,060 -3,360	-3%	-$381K	0.13%	54
2025 Q4	$13.4M	Buy	113,420 +15,732	+16%	+$1.86M	0.15%	49
2025 Q3	$11.4M	Sell	97,688 -3,320	-3%	-$370K	0.13%	52
2025 Q2	$10.7M	Buy	101,008 +9,088	+10%	+$869K	0.13%	55
2025 Q1	$8.3M	Sell	91,920 -5,572	-6%	-$550K	0.11%	63
2024 Q4	$9.79M	Sell	97,492 -10,900	-10%	-$1.07M	0.13%	56
2024 Q3	$9.88M	Buy	108,392 +8,944	+9%	+$811K	0.13%	59
2024 Q2	$8.38M	Buy	99,448 +60,372	+154%	+$5.15M	0.11%	58
2024 Q1	$3.29M	Sell	39,076 -14,664	-27%	-$1.18M	0.05%	74
2023 Q4	$3.57M	Buy	53,740 +14,324	+36%	+$1.01M	0.06%	71
2023 Q3	$2.71M	Sell	39,416 -480	-1%	-$33.1K	0.04%	91
2023 Q2	$2.44M	Sell	39,896 -2,376	-6%	-$151K	0.04%	97
2023 Q1	$2.26M	Sell	42,272 -13,500	-24%	-$778K	0.04%	118
2022 Q4	$2.93M	Buy	55,772 +2,432	+5%	+$134K	0.05%	88
2022 Q3	$2.92M	Buy	53,340 +18,696	+54%	+$1.1M	0.05%	80
2022 Q2	$2.4M	Buy	+34,644	New	+$2.08M	0.04%	87

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Blue Trust Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $1.77M and leaving 95,399 shares worth $11.8M. The position accounts for 0.12% of the portfolio, ranked #55.

Blue Trust Inc first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.4M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Blue Trust Inc held 95,399 shares of iShares Russell 1000 Growth ETF worth $11.8M as of Q2 2026.
Blue Trust Inc sold 14,661 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.77M.
iShares Russell 1000 Growth ETF made up 0.12% of Blue Trust Inc's portfolio in Q2 2026, its #55 holding.
Blue Trust Inc first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares Russell 1000 Growth ETF position peaked at $13.4M in Q4 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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