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

Blue Trust Inc’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87M Sell
7,277
-38
-0.5% -$13.9K 0.03% 156
2026
Q1 		$2.3M Sell
7,315
-549
-7% -$183K 0.03% 171
2025
Q4 		$2.54M Buy
7,864
+100
+1% +$32.5K 0.03% 165
2025
Q3 		$2.48M Sell
7,764
-15
-0.2% -$4.53K 0.03% 165
2025
Q2 		$2.22M Buy
7,779
+213
+3% +$56.1K 0.03% 164
2025
Q1 		$1.93M Buy
7,566
+30
+0.4% +$8.47K 0.02% 162
2024
Q4 		$2.17M Buy
7,536
+662
+10% +$196K 0.03% 143
2024
Q3 		$1.8M Sell
6,874
-30
-0.4% -$8.22K 0.02% 163
2024
Q2 		$1.87M Buy
6,904
+6,779
+5,423% +$1.76M 0.03% 140
2024
Q1 		$33.9K Sell
125
-328
-72% -$83.8K ﹤0.01% 1048
2023
Q4 		$102K Buy
453
+284
+168% +$64K ﹤0.01% 669
2023
Q3 		$41K Hold
169
– – ﹤0.01% 911
2023
Q2 		$38K Hold
169
– – ﹤0.01% 797
2023
Q1 		$36K Sell
169
-892
-84% -$204K ﹤0.01% 1163
2022
Q4 		$219K Hold
1,061
– – ﹤0.01% 423
2022
Q3 		$219K Hold
1,061
– – ﹤0.01% 338
2022
Q2 		$271K Buy
+1,061
New +$237K ﹤0.01% 279

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Blue Trust Inc reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.52% in Q2 2026, selling an estimated $13.9K and leaving 7,277 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #156.

Blue Trust Inc first reported a position in IWO in Q2 2022 and has held it in 17 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Blue Trust Inc held 7,277 shares of iShares Russell 2000 Growth ETF worth $2.87M as of Q2 2026.
  • Blue Trust Inc sold 38 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #156 holding.
  • Blue Trust Inc first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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