Colonial Trust’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9K | Hold |
105
| – | – | ﹤0.01% | 766 |
|
|
2025
Q1 | $8.16K | Hold |
105
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $7.9K | Hold |
105
| – | – | ﹤0.01% | 985 |
|
|
2024
Q3 | $7.43K | Hold |
105
| – | – | ﹤0.01% | 827 |
|
|
2024
Q2 | $6.8K | Hold |
105
| – | – | ﹤0.01% | 812 |
|
|
2024
Q1 | $6.93K | Hold |
105
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $6.29K | Hold |
105
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $5.6K | Hold |
105
| – | – | ﹤0.01% | 773 |
|
|
2023
Q2 | $5.49K | Hold |
105
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $5.22K | Hold |
105
| – | – | ﹤0.01% | 749 |
|
|
2022
Q4 | $5.52K | Buy |
+105
| New | +$5.52K | ﹤0.01% | 740 |
|