ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 358 Value ($000) $75 Avg Close Range
Q3 2025
Shares 358 Value ($000) $73 Avg Close Range
Q2 2025
Shares 247 Value ($000) $48 Avg Close Range
Q1 2025
Shares 247 Value ($000) $46 Avg Close Range
Q3 2024
Shares 2,670 Value ($000) $507 Avg Close Range
Q2 2024
Shares 2,670 Value ($000) $466 Avg Close Range
Q1 2024
Shares 2,670 Value ($000) $478 Avg Close Range
Q4 2023
Shares 2,670 Value ($000) $441 Avg Close Range
Q3 2023
Shares 2,670 Value ($000) $405 Avg Close Range
Q2 2023
Shares 2,830 Value ($000) $447 Avg Close Range
Q1 2023
Shares 2,830 Value ($000) $431 Avg Close Range
Q4 2022
Shares 2,830 Value ($000) $429 Avg Close Range
Q3 2022
Shares 2,830 Value ($000) $385 Avg Close Range
Q2 2022
Shares 2,830 Value ($000) $410 Avg Close Range
Q1 2022
Shares 2,830 Value ($000) $470 Avg Close Range
Q4 2021
Shares 2,830 Value ($000) $475 Avg Close Range
Q3 2021
Shares 2,830 Value ($000) $443 Avg Close Range
Q2 2021
Shares 2,830 Value ($000) $449 Avg Close Range
Q1 2021
Shares 2,830 Value ($000) $429 Avg Close Range
Q4 2020
Shares 2,830 Value ($000) $387 Avg Close Range
Q3 2020
Shares 2,830 Value ($000) $334 Avg Close Range
Q2 2020
Shares 2,930 Value ($000) $330 Avg Close Range
Q1 2020
Shares 2,930 Value ($000) $291 Avg Close Range
Q4 2019
Shares 2,970 Value ($000) $405 Avg Close Range