Colonial Trust Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.2K | Hold |
|
|||||
|
2025
Q1 | $72.9K | Hold |
|
|||||
|
2024
Q4 | $71.4K | Hold |
|
|||||
|
2024
Q3 | $67.1K | Hold |
|
|||||
|
2024
Q2 | $61.1K | Sell |
|
|||||
|
2024
Q1 | $76.1K | Sell |
|
|||||
|
2023
Q4 | $74.7K | Sell |
|
|||||
|
2023
Q3 | $69.2K | Hold |
|
|||||
|
2023
Q2 | $69K | Hold |
|
|||||
|
2023
Q1 | $65.8K | Hold |
|
|||||
|
2022
Q4 | $69.8K | Buy |
|