Skip to content
Disclosery

Blue Trust, Inc.: IWD position timeline

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

Blue Trust, Inc. held 42,702 IWD 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 42,702 shares
    Change vs previous 13F -6,131 shares

    0.11% of the 13F portfolio, value $10,352,208.

    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 48,833 shares
    Change vs previous 13F -7,820 shares

    0.12% of the 13F portfolio, value $10,434,248.

    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 56,653 shares
    Change vs previous 13F +7,349 shares

    0.13% of the 13F portfolio, value $11,916,341.

    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 49,304 shares
    Change vs previous 13F +2,250 shares

    0.11% of the 13F portfolio, value $10,037,720.

    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 47,054 shares
    Change vs previous 13F +2,118 shares

    0.11% of the 13F portfolio, value $9,139,228.

    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 44,936 shares
    Change vs previous 13F -3,868 shares

    0.11% of the 13F portfolio, value $8,455,101.

    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 48,804 shares
    Change vs previous 13F -928 shares

    0.12% of the 13F portfolio, value $9,035,053.

    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 49,732 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,676,772.

    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).