Colonial Trust’s iShares US Basic Materials ETF IYM Stock Holding History

Colonial Trust’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.6K	Hold	350	–	–	0.01%	497
2025 Q4	$53.9K	Hold	350	–	–	0.01%	535
2025 Q3	$51.9K	Hold	350	–	–	0.01%	541
2025 Q2	$49K	Hold	350	–	–	0.01%	550
2025 Q1	$47.2K	Hold	350	–	–	0.01%	553
2024 Q4	$45.5K	Hold	350	–	–	0.01%	597
2024 Q3	$52.6K	Hold	350	–	–	0.01%	542
2024 Q2	$49K	Hold	350	–	–	0.01%	516
2024 Q1	$51.7K	Hold	350	–	–	0.01%	504
2023 Q4	$48.4K	Hold	350	–	–	0.01%	509
2023 Q3	$44.2K	Hold	350	–	–	0.01%	495
2023 Q2	$46.6K	Hold	350	–	–	0.01%	491
2023 Q1	$46.4K	Hold	350	–	–	0.01%	472
2022 Q4	$43.7K	Buy	+350	New	+$43K	0.01%	466

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Colonial Trust's IYM Position: Q1 2026 in Review

Colonial Trust held its iShares US Basic Materials ETF (IYM) position steady in Q1 2026 at 350 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #497.

Colonial Trust first reported a position in IYM in Q4 2022 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Colonial Trust held 350 shares of iShares US Basic Materials ETF worth $61.6K as of Q1 2026.
Colonial Trust left its iShares US Basic Materials ETF share count unchanged in Q1 2026.
iShares US Basic Materials ETF made up 0.01% of Colonial Trust's portfolio in Q1 2026, its #497 holding.
Colonial Trust first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 14 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.