Investrust Q2 2026 Portfolio Activity Report

Investrust, a prominent investment entity operating as of June 30th, 2026, demonstrated specific activity within its portfolio this quarter. The analysis focuses on changes observed across individual holdings.

The investor notably increased their position in several areas during Q2:

• Investrust significantly boosted its stake in the IWF ETF by 30,018 shares (representing a staggering +496.06% change from the previous quarter), adding substantial exposure to this diversified sector.
• The VUG ETF saw an increase of approximately 10,257 shares (+66.97%), suggesting confidence in growth-oriented technology and communications companies within its scope.
• Investrust also added IBDW ETF shares by 32,421 units (+100.0%), indicating a fresh investment in this specific tracker fund.
• Furthermore, the investor increased their holdings of GOOGL (though not listed as a changed holding here) and slightly adjusted positions in other ETFs like IJK (-5.13%) and IBDR (-2.09%).

Conversely, Investrust also reduced exposure to certain holdings during the quarter:

• Investrust's stake in AAPL decreased by 671 shares (-2.57%), reflecting a scaled-back position.
• The IJK ETF allocation saw a reduction of about 3,100 shares (-5.13%).
• Investrust also sold off some INTC stock (-12.08%) and IJK ETF.

In summary, Investrust's Q2 activity involved targeted additions to specific sectors and ETFs alongside reductions in others like Technology individual stocks (AAPL). The overall portfolio allocation remains dominated by broad-based index funds such as VEA (+0.3%), IBDS (+1.73%), IJJ (-4.36%), IBDR (-2.09%), MSFT (-2.31), and IJK (-5.13).