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IYK icon

Colonial Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

Colonial Trust’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.5K Hold
450
– – ﹤0.01% 599
2025
Q4 		$30.1K Hold
450
– – ﹤0.01% 621
2025
Q3 		$30.8K Hold
450
– – ﹤0.01% 609
2025
Q2 		$31.7K Hold
450
– – ﹤0.01% 603
2025
Q1 		$32.2K Hold
450
– – 0.01% 611
2024
Q4 		$29.5K Hold
450
– – ﹤0.01% 694
2024
Q3 		$31.8K Hold
450
– – ﹤0.01% 633
2024
Q2 		$29.6K Hold
450
– – 0.01% 599
2024
Q1 		$30.4K Hold
450
– – 0.01% 589
2023
Q4 		$28.8K Hold
450
– – 0.01% 584
2023
Q3 		$28K Hold
450
– – 0.01% 567
2023
Q2 		$30K Hold
450
– – 0.01% 544
2023
Q1 		$29.9K Hold
450
– – 0.01% 534
2022
Q4 		$30.4K Buy
+450
New +$29.6K 0.01% 514

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return