Skip to content
Disclosery

Blue Trust, Inc.: IVV position timeline

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

Blue Trust, Inc. held 85,501 IVV 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 85,501 shares
    Change vs previous 13F +20,730 shares

    0.67% of the 13F portfolio, value $64,030,773.

    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 64,771 shares
    Change vs previous 13F +7,755 shares

    0.48% of the 13F portfolio, value $42,309,245.

    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 57,016 shares
    Change vs previous 13F -1,768 shares

    0.44% of the 13F portfolio, value $39,052,800.

    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 58,784 shares
    Change vs previous 13F +223 shares

    0.44% of the 13F portfolio, value $39,343,948.

    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 58,561 shares
    Change vs previous 13F -38,556 shares

    0.43% of the 13F portfolio, value $36,361,002.

    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 97,117 shares
    Change vs previous 13F -7,816 shares

    0.7% of the 13F portfolio, value $54,570,312.

    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 104,933 shares
    Change vs previous 13F -22,541 shares

    0.79% of the 13F portfolio, value $61,772,074.

    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 127,474 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $69,757,716.

    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).