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 $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Colonial Trust Advisors's IYM Position: Q3 2025 in Review

Colonial Trust Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2025, closing a stake of 236 shares — an estimated $33K sold.

Colonial Trust Advisors first reported a position in IYM in Q4 2022 and held it in 11 quarters. The position peaked at $35.4K in Q3 2024. 181 funds tracked by Wall St. Rank hold IYM as of Q3 2025.

Colonial Trust Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2025 after selling out during the quarter.
Colonial Trust Advisors sold 236 iShares US Basic Materials ETF shares in Q3 2025, an estimated $33K.
Colonial Trust Advisors first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 11 quarters.
Colonial Trust Advisors's iShares US Basic Materials ETF position peaked at $35.4K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.