Colonial Trust Advisors’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111K	Hold	1,083	–	–	0.01%	267
2026 Q1	$102K	Hold	1,083	–	–	0.01%	271
2025 Q4	$102K	Buy	+1,083	New	+$103K	0.01%	267
2024 Q4	–	Sell	-1,350	Closed	-$138K	–	731
2024 Q3	$138K	Hold	1,350	–	–	0.01%	232
2024 Q2	$118K	Hold	1,350	–	–	0.01%	231
2024 Q1	$121K	Hold	1,350	–	–	0.01%	223
2023 Q4	$123K	Hold	1,350	–	–	0.01%	217
2023 Q3	$105K	Hold	1,350	–	–	0.01%	237
2023 Q2	$117K	Hold	1,350	–	–	0.01%	230
2023 Q1	$115K	Hold	1,350	–	–	0.01%	240
2022 Q4	$114K	Buy	+1,350	New	+$113K	0.01%	239

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Colonial Trust Advisors held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 1,083 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #267.

Colonial Trust Advisors first reported a position in IYR in Q4 2022 and has held it in 11 quarters since. The position peaked at $138K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Colonial Trust Advisors held 1,083 shares of iShares US Real Estate ETF worth $111K as of Q2 2026.
Colonial Trust Advisors left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #267 holding.
Colonial Trust Advisors first reported a position in iShares US Real Estate ETF in Q4 2022 and has held it in 11 quarters since.
Colonial Trust Advisors's iShares US Real Estate ETF position peaked at $138K in Q3 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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