Colonial Trust Advisors’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-185	Closed	-$12K	–	738
2025 Q4	$12K	Hold	185	–	–	﹤0.01%	492
2025 Q3	$10.9K	Hold	185	–	–	﹤0.01%	491
2025 Q2	$10.4K	Hold	185	–	–	﹤0.01%	506
2025 Q1	$11.3K	Hold	185	–	–	﹤0.01%	488
2024 Q4	$10.8K	Hold	185	–	–	﹤0.01%	483
2024 Q3	$12K	Hold	185	–	–	﹤0.01%	514
2024 Q2	$11.3K	Hold	185	–	–	﹤0.01%	505
2024 Q1	$11.5K	Hold	185	–	–	﹤0.01%	571
2023 Q4	$10.6K	Hold	185	–	–	﹤0.01%	500
2023 Q3	$9.99K	Hold	185	–	–	﹤0.01%	516
2023 Q2	$10.4K	Hold	185	–	–	﹤0.01%	519
2023 Q1	$10.1K	Hold	185	–	–	﹤0.01%	510
2022 Q4	$10.5K	Buy	+185	New	+$10.2K	﹤0.01%	511

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

PCH

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

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

Colonial Trust Advisors's IYH Position: Q1 2026 in Review

Colonial Trust Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 185 shares — an estimated $12K sold.

Colonial Trust Advisors first reported a position in IYH in Q4 2022 and held it in 13 quarters. The position peaked at $12K in Q4 2025. 515 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Colonial Trust Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Colonial Trust Advisors sold 185 iShares US Healthcare ETF shares in Q1 2026, an estimated $12K.
Colonial Trust Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 13 quarters.
Colonial Trust Advisors's iShares US Healthcare ETF position peaked at $12K in Q4 2025.
515 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.