Colonial Trust Advisors’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.4K	Hold	646	–	–	0.01%	306
2026 Q1	$76K	Hold	646	–	–	0.01%	300
2025 Q4	$83.3K	Hold	646	–	–	0.01%	291
2025 Q3	$81.8K	Hold	646	–	–	0.01%	282
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%	-$14K	0.01%	300
2024 Q1	$76.1K	Sell	796 -79	-9%	-$7.04K	0.01%	276
2023 Q4	$74.7K	Sell	875 -50	-5%	-$3.9K	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	+$69.3K	0.01%	291

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

PCH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Colonial Trust Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 646 shares worth $82.4K. The position accounts for 0.01% of the portfolio, ranked #306.

Colonial Trust Advisors first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.3K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Colonial Trust Advisors held 646 shares of iShares US Financials ETF worth $82.4K as of Q2 2026.
Colonial Trust Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #306 holding.
Colonial Trust Advisors first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's iShares US Financials ETF position peaked at $83.3K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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