Colonial Trust Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Colonial Trust Advisors’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.8K	Hold	255	–	–	﹤0.01%	447
2026 Q1	$24.7K	Hold	255	–	–	﹤0.01%	424
2025 Q4	$26.3K	Hold	255	–	–	﹤0.01%	419
2025 Q3	$26.7K	Hold	255	–	–	﹤0.01%	404
2025 Q2	$25.4K	Hold	255	–	–	﹤0.01%	418
2025 Q1	$22.5K	Hold	255	–	–	﹤0.01%	418
2024 Q4	$24.5K	Hold	255	–	–	﹤0.01%	390
2024 Q3	$22.4K	Hold	255	–	–	﹤0.01%	426
2024 Q2	$20.7K	Hold	255	–	–	﹤0.01%	425
2024 Q1	$20.9K	Hold	255	–	–	﹤0.01%	467
2023 Q4	$19.3K	Hold	255	–	–	﹤0.01%	419
2023 Q3	$17.1K	Hold	255	–	–	﹤0.01%	443
2023 Q2	$18.1K	Hold	255	–	–	﹤0.01%	446
2023 Q1	$16.5K	Hold	255	–	–	﹤0.01%	451
2022 Q4	$14.5K	Buy	+255	New	+$15.3K	﹤0.01%	462

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Colonial Trust Advisors's IYC Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 255 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Colonial Trust Advisors first reported a position in IYC in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7K in Q3 2025. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Colonial Trust Advisors held 255 shares of iShares US Consumer Discretionary ETF worth $25.8K as of Q2 2026.
Colonial Trust Advisors left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #447 holding.
Colonial Trust Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's iShares US Consumer Discretionary ETF position peaked at $26.7K in Q3 2025.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.