Colonial Trust Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$148K	Hold	818	–	–	0.01%	228
2025 Q4	$163K	Sell	818 -28	-3%	-$5.6K	0.01%	214
2025 Q3	$166K	Hold	846	–	–	0.01%	214
2025 Q2	$147K	Hold	846	–	–	0.01%	224
2025 Q1	$119K	Hold	846	–	–	0.01%	247
2024 Q4	$135K	Hold	846	–	–	0.01%	219
2024 Q3	$128K	Hold	846	–	–	0.01%	239
2024 Q2	$127K	Hold	846	–	–	0.01%	221
2024 Q1	$114K	Hold	846	–	–	0.01%	233
2023 Q4	$104K	Hold	846	–	–	0.01%	235
2023 Q3	$88.8K	Hold	846	–	–	0.01%	255
2023 Q2	$92.1K	Hold	846	–	–	0.01%	261
2023 Q1	$78.5K	Hold	846	–	–	0.01%	278
2022 Q4	$63K	Hold	846	–	–	0.01%	303
2022 Q3	$62K	Buy	+846	New	+$71.7K	0.01%	226

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Colonial Trust Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 818 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #228.

Colonial Trust Advisors first reported a position in IYW in Q3 2022 and has held it in 15 quarters since. The position peaked at $166K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Colonial Trust Advisors held 818 shares of iShares US Technology ETF worth $148K as of Q1 2026.
Colonial Trust Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #228 holding.
Colonial Trust Advisors first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's iShares US Technology ETF position peaked at $166K in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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