CT
IAA

Caldwell Trust’s IAA, Inc. Common Stock IAA Stock Holding History

Caldwell Trust’s Portfolio IAA Stock Details IAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-134
Closed -$5.36K – 751
2022
Q4 		$5.36K Hold
134
– – ﹤0.01% 652
2022
Q3 		$4.27K Hold
134
– – ﹤0.01% 665
2022
Q2 		$4.39K Buy
+134
New +$4.91K ﹤0.01% 688

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Caldwell Trust's IAA Position: Q1 2023 in Review

Caldwell Trust sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 134 shares — an estimated $5.36K sold.

Caldwell Trust first reported a position in IAA in Q2 2022 and held it in 3 quarters. The position peaked at $5.36K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Caldwell Trust reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Caldwell Trust sold 134 IAA, Inc. Common Stock shares in Q1 2023, an estimated $5.36K.
  • Caldwell Trust first reported a position in IAA, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Caldwell Trust's IAA, Inc. Common Stock position peaked at $5.36K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Caldwell Trust's 13F filing for Q1 2023, filed 1 Oct 2025.