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Disclosery

Blue Trust, Inc.: IWF position timeline

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

Blue Trust, Inc. held 95,399 IWF 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 95,399 shares
    Change vs previous 13F +67,884 shares

    0.12% of the 13F portfolio, value $11,845,737.

    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 27,515 shares
    Change vs previous 13F -840 shares

    0.13% of the 13F portfolio, value $11,732,204.

    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 28,355 shares
    Change vs previous 13F +3,933 shares

    0.15% of the 13F portfolio, value $13,420,495.

    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 24,422 shares
    Change vs previous 13F -830 shares

    0.13% of the 13F portfolio, value $11,439,374.

    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 25,252 shares
    Change vs previous 13F +2,272 shares

    0.13% of the 13F portfolio, value $10,721,349.

    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 22,980 shares
    Change vs previous 13F -1,393 shares

    0.11% of the 13F portfolio, value $8,297,885.

    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 24,373 shares
    Change vs previous 13F -2,725 shares

    0.13% of the 13F portfolio, value $9,787,536.

    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 27,098 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,877,646.

    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).