Colonial Trust Advisors's ownership history for IYR

Colonial Trust Advisors currently holds 1.1K shares with a market value of $102.4K. It started holding IYR on 2024-09-30. At its peak, it held 1.4K shares on 2024-09-30. Its highest holding value was $137.5K on 2024-09-30. At its lowest, it held 1.1K shares on 2025-12-31, with a value of $101.7K on 2025-12-31. In the recent 180 days, Colonial Trust Advisors has decreased its shares by 267.