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

Blue Trust Inc’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
10,953
-5,069
-32% -$533K 0.01% 260
2026
Q1 		$1.56M Buy
16,022
+4,400
+38% +$440K 0.02% 223
2025
Q4 		$1.12M Buy
11,622
+315
+3% +$30.3K 0.01% 266
2025
Q3 		$1.09M Sell
11,307
-538
-5% -$51K 0.01% 269
2025
Q2 		$1.09M Sell
11,845
-2,350
-17% -$203K 0.01% 255
2025
Q1 		$1.21M Sell
14,195
-3,601
-20% -$321K 0.02% 218
2024
Q4 		$1.57M Buy
17,796
+2,969
+20% +$269K 0.02% 182
2024
Q3 		$1.2M Buy
14,827
+1,831
+14% +$154K 0.02% 232
2024
Q2 		$1.09M Hold
12,996
– – 0.02% 207
2024
Q1 		$1.09M Sell
12,996
-461
-3% -$36.5K 0.02% 172
2023
Q4 		$932K Sell
13,457
-5,803
-30% -$412K 0.01% 168
2023
Q3 		$1.41M Buy
19,260
+36
+0.2% +$2.63K 0.02% 142
2023
Q2 		$1.34M Sell
19,224
-1,219
-6% -$84.8K 0.02% 136
2023
Q1 		$1.38M Buy
20,443
+906
+5% +$64K 0.02% 161
2022
Q4 		$1.21M Buy
19,537
+11,394
+140% +$768K 0.02% 160
2022
Q3 		$527K Buy
8,143
+83
+1% +$5.71K 0.01% 200
2022
Q2 		$629K Buy
+8,060
New +$574K 0.01% 171

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Blue Trust Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 32% in Q2 2026, selling an estimated $533K and leaving 10,953 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #260.

Blue Trust Inc first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Blue Trust Inc held 10,953 shares of iShares Russell Mid-Cap ETF worth $1.21M as of Q2 2026.
  • Blue Trust Inc sold 5,069 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $533K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #260 holding.
  • Blue Trust Inc first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Russell Mid-Cap ETF position peaked at $1.57M in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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