Caldwell Trust
IYH icon

Caldwell Trust’s iShares US Healthcare ETF IYH Stock Holding History

Caldwell Trust’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$195K Hold
2,720
– – 0.02% 337
2026
Q2 		$182K Hold
2,720
– – 0.01% 342
2026
Q1 		$168K Hold
2,720
– – 0.02% 352
2025
Q4 		$177K Hold
2,720
– – 0.02% 337
2025
Q3 		$160K Hold
2,720
– – 0.01% 343
2025
Q2 		$154K Sell
2,720
-500
-16% -$28.2K 0.02% 339
2025
Q1 		$196K Hold
3,220
– – 0.02% 312
2024
Q4 		$188K Hold
3,220
– – 0.02% 321
2024
Q3 		$209K Hold
3,220
– – 0.02% 312
2024
Q2 		$197K Sell
3,220
-670
-17% -$40.3K 0.02% 308
2024
Q1 		$241K Sell
3,890
-830
-18% -$49.9K 0.03% 291
2023
Q4 		$270K Hold
4,720
– – 0.03% 264
2023
Q3 		$255K Sell
4,720
-75
-2% -$4.19K 0.03% 259
2023
Q2 		$269K Hold
4,795
– – 0.04% 256
2023
Q1 		$262K Hold
4,795
– – 0.04% 250
2022
Q4 		$272K Sell
4,795
-500
-9% -$27.6K 0.04% 246
2022
Q3 		$268K Hold
5,295
– – 0.04% 244
2022
Q2 		$285K Hold
5,295
– – 0.04% 237
2022
Q1 		$306K Hold
5,295
– – 0.04% 239
2021
Q4 		$318K Hold
5,295
– – 0.04% 237
2021
Q3 		$292K Hold
5,295
– – 0.04% 238
2021
Q2 		$289K Hold
5,295
– – 0.04% 239
2021
Q1 		$267K Sell
5,295
-2,975
-36% -$150K 0.04% 234
2020
Q4 		$407K Buy
8,270
+2,975
+56% +$140K 0.06% 192
2020
Q3 		$241K Buy
5,295
+1,325
+33% +$60K 0.04% 231
2020
Q2 		$171K Hold
3,970
– – 0.03% 258
2020
Q1 		$149K Hold
3,970
– – 0.03% 269
2019
Q4 		$171K Buy
+3,970
New +$160K 0.03% 290

Other funds holding IYH

AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Caldwell Trust's IYH Position: Q3 2026 in Review

Caldwell Trust held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 2,720 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #337.

Caldwell Trust first reported a position in IYH in Q4 2019 and has held it in 28 quarters since. The position peaked at $407K in Q4 2020. 495 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

  • Caldwell Trust held 2,720 shares of iShares US Healthcare ETF worth $195K as of Q3 2026.
  • Caldwell Trust left its iShares US Healthcare ETF share count unchanged in Q3 2026.
  • iShares US Healthcare ETF made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #337 holding.
  • Caldwell Trust first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's iShares US Healthcare ETF position peaked at $407K in Q4 2020.
  • 495 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.