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Colonial Trust Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Colonial Trust Advisors’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-144
Closed -$9.64K – 739
2025
Q4 		$9.64K Sell
144
-423
-75% -$28.7K ﹤0.01% 519
2025
Q3 		$38.8K Sell
567
-387
-41% -$27K ﹤0.01% 368
2025
Q2 		$67.2K Sell
954
-449
-32% -$31.6K 0.01% 300
2025
Q1 		$100K Sell
1,403
-33
-2% -$2.24K 0.01% 259
2024
Q4 		$94.2K Sell
1,436
-468
-25% -$32.1K 0.01% 248
2024
Q3 		$134K Sell
1,904
-759
-29% -$52.3K 0.01% 237
2024
Q2 		$175K Sell
2,663
-277
-9% -$18.4K 0.02% 194
2024
Q1 		$199K Buy
2,940
+162
+6% +$10.6K 0.02% 189
2023
Q4 		$178K Buy
2,778
+216
+8% +$13.4K 0.02% 194
2023
Q3 		$159K Buy
2,562
+303
+13% +$20K 0.02% 202
2023
Q2 		$151K Hold
2,259
– – 0.02% 210
2023
Q1 		$150K Hold
2,259
– – 0.02% 209
2022
Q4 		$153K Buy
+2,259
New +$149K 0.02% 216

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Colonial Trust Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 144 shares — an estimated $9.64K sold.

Colonial Trust Advisors first reported a position in IYK in Q4 2022 and held it in 13 quarters. The position peaked at $199K in Q1 2024. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Colonial Trust Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 144 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $9.64K.
  • Colonial Trust Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 13 quarters.
  • Colonial Trust Advisors's iShares US Consumer Staples ETF position peaked at $199K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

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