BTI
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Blue Trust Inc’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Blue Trust Inc’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Sell
2,372
-794
-25% -$75.5K ﹤0.01% 743
2025
Q4 		$291K Buy
3,166
+789
+33% +$70.8K ﹤0.01% 662
2025
Q3 		$209K Hold
2,377
– – ﹤0.01% 785
2025
Q2 		$200K Buy
2,377
+2,286
+2,512% +$184K ﹤0.01% 768
2025
Q1 		$7.48K Hold
91
– – ﹤0.01% 2013
2024
Q4 		$7.19K Buy
91
+5
+6% +$410 ﹤0.01% 2022
2024
Q3 		$6.43K Buy
+86
New +$6.71K ﹤0.01% 2338

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AWM
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Lido Advisors
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CCMG
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LPL Financial
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FCAM
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WSFS
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