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Blue Trust, Inc.: IUSV position timeline

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

Blue Trust, Inc. held 4,235,766 IUSV 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 4,235,766 shares
    Change vs previous 13F -39,958 shares

    4.89% of the 13F portfolio, value $466,569,596.

    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 4,275,724 shares
    Change vs previous 13F -162,284 shares

    5% of the 13F portfolio, value $437,192,844.

    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 4,438,008 shares
    Change vs previous 13F -555,788 shares

    5.14% of the 13F portfolio, value $455,073,393.

    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 4,993,796 shares
    Change vs previous 13F +137,450 shares

    5.6% of the 13F portfolio, value $499,129,878.

    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 4,856,346 shares
    Change vs previous 13F +75,058 shares

    5.42% of the 13F portfolio, value $459,556,060.

    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 4,781,288 shares
    Change vs previous 13F +126,649 shares

    5.65% of the 13F portfolio, value $441,265,087.

    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 4,654,639 shares
    Change vs previous 13F -260,168 shares

    5.52% of the 13F portfolio, value $430,972,997.

    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 4,914,807 shares
    Change vs previous 13F not available

    5.65% of the 13F portfolio, value $433,141,943.

    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).