Colonial Trust Advisors’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29K	Hold	174	–	–	﹤0.01%	435
2026 Q1	$25.7K	Hold	174	–	–	﹤0.01%	417
2025 Q4	$25.8K	Hold	174	–	–	﹤0.01%	420
2025 Q3	$25.4K	Hold	174	–	–	﹤0.01%	409
2025 Q2	$24.8K	Hold	174	–	–	﹤0.01%	420
2025 Q1	$22.7K	Hold	174	–	–	﹤0.01%	416
2024 Q4	$23.2K	Hold	174	–	–	﹤0.01%	395
2024 Q3	$23.3K	Hold	174	–	–	﹤0.01%	419
2024 Q2	$20.8K	Hold	174	–	–	﹤0.01%	424
2024 Q1	$21.9K	Hold	174	–	–	﹤0.01%	458
2023 Q4	$19.9K	Hold	174	–	–	﹤0.01%	414
2023 Q3	$17.6K	Hold	174	–	–	﹤0.01%	434
2023 Q2	$18.5K	Hold	174	–	–	﹤0.01%	441
2023 Q1	$17.4K	Hold	174	–	–	﹤0.01%	443
2022 Q4	$16.8K	Buy	+174	New	+$16.4K	﹤0.01%	446

Other funds holding IYJ

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

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

PCH

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Colonial Trust Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 174 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Colonial Trust Advisors first reported a position in IYJ in Q4 2022 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Colonial Trust Advisors held 174 shares of iShares US Industrials ETF worth $29K as of Q2 2026.
Colonial Trust Advisors left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #435 holding.
Colonial Trust Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 15 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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