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 |  |