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Blue Trust Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Blue Trust Inc’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Sell
2,219
-354
-14% -$48.8K ﹤0.01% 633
2026
Q1 		$330K Sell
2,573
-663
-20% -$89.7K ﹤0.01% 621
2025
Q4 		$443K Buy
3,236
+708
+28% +$98.9K 0.01% 525
2025
Q3 		$360K Sell
2,528
-113
-4% -$16K ﹤0.01% 607
2025
Q2 		$366K Buy
2,641
+944
+56% +$119K ﹤0.01% 561
2025
Q1 		$199K Sell
1,697
-114
-6% -$14.7K ﹤0.01% 719
2024
Q4 		$230K Sell
1,811
-629
-26% -$80K ﹤0.01% 592
2024
Q3 		$269K Buy
2,440
+1,015
+71% +$113K ﹤0.01% 725
2024
Q2 		$163K Hold
1,425
– – ﹤0.01% 786
2024
Q1 		$163K Sell
1,425
-642
-31% -$69.5K ﹤0.01% 570
2023
Q4 		$189K Buy
2,067
+1,156
+127% +$110K ﹤0.01% 460
2023
Q3 		$88K Buy
911
+1
+0.1% +$96 ﹤0.01% 660
2023
Q2 		$83K Sell
910
-399
-30% -$36.4K ﹤0.01% 544
2023
Q1 		$109K Buy
1,309
+2
+0.2% +$178 ﹤0.01% 739
2022
Q4 		$102K Buy
1,307
+400
+44% +$33.7K ﹤0.01% 659
2022
Q3 		$72K Sell
907
-101
-10% -$8.69K ﹤0.01% 636
2022
Q2 		$101K Buy
+1,008
New +$87.8K ﹤0.01% 493

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Blue Trust Inc reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, selling an estimated $48.8K and leaving 2,219 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Blue Trust Inc first reported a position in IWP in Q2 2022 and has held it in 17 quarters since. The position peaked at $443K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Blue Trust Inc held 2,219 shares of iShares Russell Mid-Cap Growth ETF worth $325K as of Q2 2026.
  • Blue Trust Inc sold 354 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $48.8K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #633 holding.
  • Blue Trust Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Russell Mid-Cap Growth ETF position peaked at $443K in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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