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Caldwell Trust’s iShares US Industrials ETF IYJ Stock Holding History

Caldwell Trust’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-170
Closed -$24.8K – 772
2025
Q3 		$24.8K Hold
170
– – ﹤0.01% 550
2025
Q2 		$24.2K Hold
170
– – ﹤0.01% 544
2025
Q1 		$22.1K Hold
170
– – ﹤0.01% 549
2024
Q4 		$22.7K Hold
170
– – ﹤0.01% 533
2024
Q3 		$22.7K Hold
170
– – ﹤0.01% 540
2024
Q2 		$20.3K Hold
170
– – ﹤0.01% 544
2024
Q1 		$21.4K Hold
170
– – ﹤0.01% 547
2023
Q4 		$19.4K Hold
170
– – ﹤0.01% 548
2023
Q3 		$17.2K Hold
170
– – ﹤0.01% 561
2023
Q2 		$18K Hold
170
– – ﹤0.01% 571
2023
Q1 		$17K Hold
170
– – ﹤0.01% 567
2022
Q4 		$16.4K Hold
170
– – ﹤0.01% 559
2022
Q3 		$14.2K Hold
170
– – ﹤0.01% 566
2022
Q2 		$15K Hold
170
– – ﹤0.01% 576
2022
Q1 		$17.9K Hold
170
– – ﹤0.01% 583
2021
Q4 		$19.2K Hold
170
– – ﹤0.01% 570
2021
Q3 		$18.2K Hold
170
– – ﹤0.01% 572
2021
Q2 		$18.9K Hold
170
– – ﹤0.01% 574
2021
Q1 		$18K Hold
170
– – ﹤0.01% 567
2020
Q4 		$16.5K Hold
170
– – ﹤0.01% 571
2020
Q3 		$14.2K Hold
170
– – ﹤0.01% 570
2020
Q2 		$12.8K Sell
170
-100
-37% -$7.01K ﹤0.01% 602
2020
Q1 		$16.8K Hold
270
– – ﹤0.01% 570
2019
Q4 		$22.6K Buy
+270
New +$22K ﹤0.01% 575

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Caldwell Trust's IYJ Position: Q4 2025 in Review

Caldwell Trust sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 170 shares — an estimated $24.8K sold.

Caldwell Trust first reported a position in IYJ in Q4 2019 and held it in 24 quarters. The position peaked at $24.8K in Q3 2025. 320 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

  • Caldwell Trust reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 170 iShares US Industrials ETF shares in Q4 2025, an estimated $24.8K.
  • Caldwell Trust first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 24 quarters.
  • Caldwell Trust's iShares US Industrials ETF position peaked at $24.8K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.