Blue Trust Inc’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.86M	Buy	+15,044	New	+$2.83M	0.03%	163

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

NIM

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

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

Blue Trust Inc opened a new position in iShares Russell Top 200 ETF (IWL) in Q3 2026: 15,044 shares worth $2.86M. The stake represents 0.03% of the portfolio and ranks #163 among its holdings.

39 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Blue Trust Inc held 15,044 shares of iShares Russell Top 200 ETF worth $2.86M as of Q3 2026.
iShares Russell Top 200 ETF was a new Blue Trust Inc position in Q3 2026.
iShares Russell Top 200 ETF made up 0.03% of Blue Trust Inc's portfolio in Q3 2026, its #163 holding.
39 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

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