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 Q2	$240K	Sell	2,286 -86	-4%	-$8.71K	﹤0.01%	728
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

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Blue Trust Inc reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.6% in Q2 2026, selling an estimated $8.71K and leaving 2,286 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Blue Trust Inc first reported a position in IWX in Q3 2024 and has held it in 8 quarters since. The position peaked at $291K in Q4 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Blue Trust Inc held 2,286 shares of iShares Russell Top 200 Value ETF worth $240K as of Q2 2026.
Blue Trust Inc sold 86 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $8.71K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #728 holding.
Blue Trust Inc first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 8 quarters since.
Blue Trust Inc's iShares Russell Top 200 Value ETF position peaked at $291K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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