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Blue Trust Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Blue Trust Inc’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
3,739
-1,472
-28% -$414K 0.01% 270
2026
Q1 		$1.29M Sell
5,211
-2,253
-30% -$581K 0.01% 246
2025
Q4 		$1.84M Buy
7,464
+3,175
+74% +$781K 0.02% 201
2025
Q3 		$1.04M Sell
4,289
-794
-16% -$182K 0.01% 286
2025
Q2 		$1.1M Sell
5,083
-20
-0.4% -$4.03K 0.01% 254
2025
Q1 		$1.02M Sell
5,103
-3,689
-42% -$800K 0.01% 245
2024
Q4 		$1.94M Sell
8,792
-2,438
-22% -$556K 0.02% 153
2024
Q3 		$2.28M Buy
11,230
+4,491
+67% +$961K 0.03% 139
2024
Q2 		$1.42M Buy
6,739
+262
+4% +$52.9K 0.02% 174
2024
Q1 		$1.36M Buy
6,477
+410
+7% +$81.8K 0.02% 156
2023
Q4 		$1.07M Sell
6,067
-14,738
-71% -$2.64M 0.02% 157
2023
Q3 		$3.9M Sell
20,805
-153
-0.7% -$28.7K 0.06% 70
2023
Q2 		$3.74M Sell
20,958
-1,310
-6% -$234K 0.06% 70
2023
Q1 		$3.88M Buy
22,268
+873
+4% +$161K 0.06% 82
2022
Q4 		$3.53M Buy
21,395
+16,347
+324% +$2.91M 0.06% 80
2022
Q3 		$855K Sell
5,048
-158
-3% -$28.8K 0.02% 158
2022
Q2 		$1.07M Buy
+5,206
New +$960K 0.02% 135

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Blue Trust Inc reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q2 2026, selling an estimated $414K and leaving 3,739 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #270.

Blue Trust Inc first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.9M in Q3 2023. 1,038 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Blue Trust Inc held 3,739 shares of iShares Russell 2000 ETF worth $1.12M as of Q2 2026.
  • Blue Trust Inc sold 1,472 iShares Russell 2000 ETF shares in Q2 2026, an estimated $414K.
  • iShares Russell 2000 ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #270 holding.
  • Blue Trust Inc first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Russell 2000 ETF position peaked at $3.9M in Q3 2023.
  • 1,038 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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