Colonial Trust’s iShares US Industrials ETF IYJ Stock Holding History

Colonial Trust’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.4K	Buy	+77	New	+$12.5K	﹤0.01%	723

Other funds holding IYJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Colonial Trust's IYJ Position: Q3 2026 in Review

Colonial Trust opened a new position in iShares US Industrials ETF (IYJ) in Q3 2026: 77 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings.

208 funds tracked by Wall St. Rank hold IYJ as of Q3 2026.

Colonial Trust held 77 shares of iShares US Industrials ETF worth $12.4K as of Q3 2026.
iShares US Industrials ETF was a new Colonial Trust position in Q3 2026.
iShares US Industrials ETF made up ﹤0.01% of Colonial Trust's portfolio in Q3 2026, its #723 holding.
208 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2026.

Based on Colonial Trust's 13F filing for Q3 2026, filed 10 Nov 2026.