Colonial Trust Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.2K | Hold |
646
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $72.9K | Hold |
646
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $71.4K | Hold |
646
| – | – | 0.01% | 278 |
|
|
2024
Q3 | $67.1K | Hold |
646
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $61.1K | Sell |
646
-150
| -19% | -$14.2K | 0.01% | 300 |
|
|
2024
Q1 | $76.1K | Sell |
796
-79
| -9% | -$7.56K | 0.01% | 276 |
|
|
2023
Q4 | $74.7K | Sell |
875
-50
| -5% | -$4.27K | 0.01% | 275 |
|
|
2023
Q3 | $69.2K | Hold |
925
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $69K | Hold |
925
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $65.8K | Hold |
925
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $69.8K | Buy |
+925
| New | +$69.8K | 0.01% | 291 |
|