Indiana Trust & Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Indiana Trust & Investment Management’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	$14.3K	Hold	158	–	–	﹤0.01%	388
2026 Q1	$13.1K	Hold	158	–	–	﹤0.01%	394
2025 Q4	$14.6K	Sell	158 -43	-21%	-$3.84K	﹤0.01%	376
2025 Q3	$18K	Hold	201	–	–	0.01%	357
2025 Q2	$17.2K	Hold	201	–	–	0.01%	360
2025 Q1	$15.8K	Hold	201	–	–	0.01%	363
2024 Q4	$15.6K	Hold	201	–	–	0.01%	362
2024 Q3	$14.3K	Hold	201	–	–	﹤0.01%	378
2024 Q2	$13.1K	Sell	201 -201	-50%	-$13.1K	﹤0.01%	365
2024 Q1	$26.7K	Sell	402 -201	-33%	-$12.5K	0.01%	319
2023 Q4	$36K	Sell	603 -207	-26%	-$11.1K	0.02%	284
2023 Q3	$41.8K	Buy	+810	New	+$43.8K	0.02%	267

Other funds holding IYG

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Indiana Trust & Investment Management's IYG Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 158 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Indiana Trust & Investment Management first reported a position in IYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.8K in Q3 2023. 135 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Indiana Trust & Investment Management held 158 shares of iShares US Financial Services ETF worth $14.3K as of Q2 2026.
Indiana Trust & Investment Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #388 holding.
Indiana Trust & Investment Management first reported a position in iShares US Financial Services ETF in Q3 2023 and has held it in 12 quarters since.
Indiana Trust & Investment Management's iShares US Financial Services ETF position peaked at $41.8K in Q3 2023.
135 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.