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Disclosery

Blue Trust, Inc.: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on IUSG, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 1,888,418 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,888,418 shares
    Change vs previous 13F +20,997 shares

    3.72% of the 13F portfolio, value $355,192,562.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,867,421 shares
    Change vs previous 13F -3,221 shares

    3.32% of the 13F portfolio, value $289,655,697.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,870,642 shares
    Change vs previous 13F -45,358 shares

    3.55% of the 13F portfolio, value $314,155,455.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,916,000 shares
    Change vs previous 13F -59,369 shares

    3.54% of the 13F portfolio, value $315,258,680.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,975,369 shares
    Change vs previous 13F +90,129 shares

    3.5% of the 13F portfolio, value $297,095,375.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,885,240 shares
    Change vs previous 13F -48,288 shares

    3.07% of the 13F portfolio, value $239,576,284.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,933,528 shares
    Change vs previous 13F +474,923 shares

    3.45% of the 13F portfolio, value $269,437,165.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,458,605 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $185,942,952.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).