Central Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

Central Trust Company’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$841K	Buy	2,053 +101	+5%	+$40K	0.02%	380
2026 Q1	$696K	Sell	1,952 -9	-0.5%	-$3.35K	0.01%	390
2025 Q4	$732K	Sell	1,961 -495	-20%	-$183K	0.01%	373
2025 Q3	$898K	Hold	2,456	–	–	0.02%	353
2025 Q2	$834K	Sell	2,456 -196	-7%	-$61.5K	0.02%	353
2025 Q1	$813K	Sell	2,652 -8	-0.3%	-$2.59K	0.02%	345
2024 Q4	$857K	Buy	2,660 +1,708	+179%	+$553K	0.02%	335
2024 Q3	$299K	Buy	952 +159	+20%	+$48.2K	0.01%	485
2024 Q2	$236K	Buy	793 +83	+12%	+$23.8K	0.01%	520
2024 Q1	$205K	Hold	710	–	–	0.01%	559
2023 Q4	$186K	Hold	710	–	–	﹤0.01%	564
2023 Q3	$167K	Sell	710 -8	-1%	-$1.96K	﹤0.01%	576
2023 Q2	$175K	Hold	718	–	–	﹤0.01%	571
2023 Q1	$162K	Hold	718	–	–	﹤0.01%	580
2022 Q4	$151K	Buy	718 +8	+1%	+$1.69K	﹤0.01%	571
2022 Q3	$140K	Hold	710	–	–	﹤0.01%	580
2022 Q2	$148K	Sell	710 -68	-9%	-$15.4K	﹤0.01%	577
2022 Q1	$195K	Hold	778	–	–	0.01%	575
2021 Q4	$206K	Hold	778	–	–	0.01%	578
2021 Q3	$188K	Buy	778 +116	+18%	+$28.8K	0.01%	559
2021 Q2	$161K	Buy	662 +68	+11%	+$16K	0.01%	558
2021 Q1	$133K	Buy	594 +75	+14%	+$16.4K	0.01%	561
2020 Q4	$110K	Hold	519	–	–	﹤0.01%	569
2020 Q3	$97K	Hold	519	–	–	﹤0.01%	555
2020 Q2	$89K	Hold	519	–	–	﹤0.01%	546
2020 Q1	$73K	Hold	519	–	–	﹤0.01%	556
2019 Q4	$93K	Hold	519	–	–	﹤0.01%	582
2019 Q3	$86K	Hold	519	–	–	﹤0.01%	572
2019 Q2	$87K	Hold	519	–	–	0.01%	573
2019 Q1	$82K	Hold	519	–	–	﹤0.01%	560
2018 Q4	$72K	Hold	519	–	–	﹤0.01%	576
2018 Q3	$84K	Hold	519	–	–	﹤0.01%	595
2018 Q2	$79K	Hold	519	–	–	0.01%	588
2018 Q1	$76K	Hold	519	–	–	﹤0.01%	613
2017 Q4	$77K	Hold	519	–	–	﹤0.01%	631
2017 Q3	$73K	Buy	519 +107	+26%	+$14.7K	﹤0.01%	619
2017 Q2	$56K	Sell	412 -800	-66%	-$107K	﹤0.01%	667
2017 Q1	$159K	Hold	1,212	–	–	0.01%	488
2016 Q4	$151K	Hold	1,212	–	–	0.01%	500
2016 Q3	$146K	Hold	1,212	–	–	0.01%	483
2016 Q2	$142K	Sell	1,212 -150	-11%	-$17.3K	0.01%	485
2016 Q1	$155K	Buy	1,362 +378	+38%	+$40.9K	0.01%	475
2015 Q4	$112K	Sell	984 -131	-12%	-$15K	0.01%	512
2015 Q3	$120K	Hold	1,115	–	–	0.01%	489
2015 Q2	$130K	Buy	1,115 +131	+13%	+$15.4K	0.01%	499
2015 Q1	$114K	Hold	984	–	–	0.01%	511
2014 Q4	$113K	Hold	984	–	–	0.01%	514
2014 Q3	$108K	Hold	984	–	–	0.01%	526
2014 Q2	$108K	Buy	984 +84	+9%	+$8.94K	0.01%	528
2014 Q1	$94K	Buy	900 +100	+13%	+$10.3K	0.01%	544
2013 Q4	$83K	Hold	800	–	–	0.01%	554
2013 Q3	$75K	Hold	800	–	–	0.01%	560
2013 Q2	$72K	Buy	+800	New	+$71.6K	0.01%	530

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Central Trust Company's IWB Position: Q2 2026 in Review

Central Trust Company increased its iShares Russell 1000 ETF (IWB) stake by 5.2% in Q2 2026, buying an estimated $40K and bringing the position to 2,053 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #380.

Central Trust Company first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $898K in Q3 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Central Trust Company held 2,053 shares of iShares Russell 1000 ETF worth $841K as of Q2 2026.
Central Trust Company bought 101 iShares Russell 1000 ETF shares in Q2 2026, an estimated $40K.
iShares Russell 1000 ETF made up 0.02% of Central Trust Company's portfolio in Q2 2026, its #380 holding.
Central Trust Company first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
Central Trust Company's iShares Russell 1000 ETF position peaked at $898K in Q3 2025.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.