Central Trust Company’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.1K	Hold	720	–	–	﹤0.01%	831
2026 Q1	$59.7K	Buy	720 +2	+0.3%	+$176	﹤0.01%	804
2025 Q4	$66.2K	Buy	718 +2	+0.3%	+$179	﹤0.01%	767
2025 Q3	$64.2K	Buy	716 +2	+0.3%	+$176	﹤0.01%	772
2025 Q2	$61.1K	Buy	714 +2	+0.3%	+$159	﹤0.01%	765
2025 Q1	$55.9K	Buy	712 +2	+0.3%	+$161	﹤0.01%	768
2024 Q4	$55.3K	Buy	710 +2	+0.3%	+$154	﹤0.01%	781
2024 Q3	$50.3K	Buy	708 +3	+0.4%	+$206	﹤0.01%	782
2024 Q2	$46K	Buy	705 +2	+0.3%	+$130	﹤0.01%	795
2024 Q1	$46.6K	Buy	703 +1	+0.1%	+$62	﹤0.01%	817
2023 Q4	$41.9K	Buy	702 +9	+1%	+$485	﹤0.01%	824
2023 Q3	$35.8K	Hold	693	–	–	﹤0.01%	839
2023 Q2	$36.5K	Buy	693 +3	+0.4%	+$152	﹤0.01%	831
2023 Q1	$34.8K	Buy	+690	New	+$37.6K	﹤0.01%	854

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Central Trust Company held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 720 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Central Trust Company first reported a position in IYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $66.2K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Central Trust Company held 720 shares of iShares US Financial Services ETF worth $65.1K as of Q2 2026.
Central Trust Company left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #831 holding.
Central Trust Company first reported a position in iShares US Financial Services ETF in Q1 2023 and has held it in 14 quarters since.
Central Trust Company's iShares US Financial Services ETF position peaked at $66.2K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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