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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return