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Colonial Trust Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Colonial Trust Advisors’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-236
Closed -$33K – 706
2025
Q2 		$33K Hold
236
– – ﹤0.01% 387
2025
Q1 		$31.8K Hold
236
– – ﹤0.01% 385
2024
Q4 		$30.7K Hold
236
– – ﹤0.01% 365
2024
Q3 		$35.4K Hold
236
– – ﹤0.01% 372
2024
Q2 		$33K Hold
236
– – ﹤0.01% 368
2024
Q1 		$34.9K Hold
236
– – ﹤0.01% 378
2023
Q4 		$32.6K Hold
236
– – ﹤0.01% 367
2023
Q3 		$29.8K Hold
236
– – ﹤0.01% 380
2023
Q2 		$31.4K Hold
236
– – ﹤0.01% 381
2023
Q1 		$31.3K Hold
236
– – ﹤0.01% 385
2022
Q4 		$29.4K Buy
+236
New +$29K ﹤0.01% 391

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return