Colonial Trust’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Hold |
435
| – | – | 0.01% | 539 |
|
|
2025
Q1 | $49.1K | Sell |
435
-65
| -13% | -$7.34K | 0.01% | 543 |
|
|
2024
Q4 | $55.3K | Hold |
500
| – | – | 0.01% | 558 |
|
|
2024
Q3 | $52K | Hold |
500
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $47.3K | Hold |
500
| – | – | 0.01% | 524 |
|
|
2024
Q1 | $47.8K | Hold |
500
| – | – | 0.01% | 518 |
|
|
2023
Q4 | $42.7K | Hold |
500
| – | – | 0.01% | 526 |
|
|
2023
Q3 | $37.4K | Hold |
500
| – | – | 0.01% | 529 |
|
|
2023
Q2 | $37.3K | Hold |
500
| – | – | 0.01% | 520 |
|
|
2023
Q1 | $35.6K | Hold |
500
| – | – | 0.01% | 512 |
|
|
2022
Q4 | $37.7K | Buy |
+500
| New | +$37.7K | 0.01% | 488 |
|