Colonial Trust’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$52.6K Hold
2025
Q1
$49.1K Sell
2024
Q4
$55.3K Hold
2024
Q3
$52K Hold
2024
Q2
$47.3K Hold
2024
Q1
$47.8K Hold
2023
Q4
$42.7K Hold
2023
Q3
$37.4K Hold
2023
Q2
$37.3K Hold
2023
Q1
$35.6K Hold
2022
Q4
$37.7K Buy