ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Caldwell Trust Co's Holding History (CIK: 0002080218)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 160,155 Value ($000) $10,570 Avg Close — Range —
Q3 2025
Shares 143,596 Value ($000) $9,371 Avg Close — Range —
Q2 2025
Shares 141,479 Value ($000) $8,775 Avg Close — Range —
Q1 2025
Shares 139,067 Value ($000) $8,115 Avg Close — Range —
Q4 2024
Shares 124,637 Value ($000) $7,766 Avg Close — Range —
Q3 2024
Shares 113,839 Value ($000) $7,094 Avg Close — Range —
Q2 2024
Shares 101,468 Value ($000) $5,938 Avg Close — Range —
Q1 2024
Shares 94,458 Value ($000) $5,737 Avg Close — Range —
Q4 2023
Shares 16,320 Value ($000) $4,523 Avg Close — Range —
Q3 2023
Shares 15,281 Value ($000) $3,810 Avg Close — Range —
Q2 2023
Shares 10,983 Value ($000) $2,872 Avg Close — Range —
Q1 2023
Shares 3,864 Value ($000) $967 Avg Close — Range —
Q4 2022
Shares 3,100 Value ($000) $750 Avg Close — Range —
Q3 2022
Shares 3,038 Value ($000) $666 Avg Close — Range —
Q2 2022
Shares 3,078 Value ($000) $696 Avg Close — Range —
Q1 2022
Shares 2,947 Value ($000) $791 Avg Close — Range —
Q4 2021
Shares 2,897 Value ($000) $820 Avg Close — Range —
Q3 2021
Shares 2,897 Value ($000) $762 Avg Close — Range —
Q2 2021
Shares 2,897 Value ($000) $779 Avg Close — Range —
Q1 2021
Shares 2,897 Value ($000) $754 Avg Close — Range —
Q4 2020
Shares 2,897 Value ($000) $666 Avg Close — Range —
Q3 2020
Shares 2,897 Value ($000) $537 Avg Close — Range —
Q2 2020
Shares 2,997 Value ($000) $533 Avg Close — Range —
Q1 2020
Shares 3,307 Value ($000) $476 Avg Close — Range —
Q4 2019
Shares 3,307 Value ($000) $681 Avg Close — Range —