Colonial Trust’s iShares US Financial Services ETF IYG Stock Holding History

Colonial Trust’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.51K	Hold	105	–	–	﹤0.01%	775
2026 Q1	$8.49K	Hold	105	–	–	﹤0.01%	786
2025 Q4	$9.76K	Hold	105	–	–	﹤0.01%	759
2025 Q3	$9.47K	Hold	105	–	–	﹤0.01%	755
2025 Q2	$8.9K	Hold	105	–	–	﹤0.01%	766
2025 Q1	$8.15K	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	$6.79K	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	+$5.5K	﹤0.01%	740

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Colonial Trust's IYG Position: Q2 2026 in Review

Colonial Trust held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 105 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Colonial Trust first reported a position in IYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.76K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Colonial Trust held 105 shares of iShares US Financial Services ETF worth $9.51K as of Q2 2026.
Colonial Trust left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #775 holding.
Colonial Trust first reported a position in iShares US Financial Services ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's iShares US Financial Services ETF position peaked at $9.76K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.