ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 5,191 Value ($000) $2,457 Avg Close Range
Q3 2025
Shares 5,276 Value ($000) $2,471 Avg Close Range
Q2 2025
Shares 5,146 Value ($000) $2,185 Avg Close Range
Q1 2025
Shares 5,146 Value ($000) $1,858 Avg Close Range
Q4 2024
Shares 5,029 Value ($000) $2,020 Avg Close Range
Q3 2024
Shares 7,529 Value ($000) $2,826 Avg Close Range
Q2 2024
Shares 7,529 Value ($000) $2,744 Avg Close Range
Q1 2024
Shares 7,529 Value ($000) $2,538 Avg Close Range
Q4 2023
Shares 7,529 Value ($000) $2,283 Avg Close Range
Q3 2023
Shares 7,564 Value ($000) $2,012 Avg Close Range
Q2 2023
Shares 7,741 Value ($000) $2,130 Avg Close Range
Q1 2023
Shares 4,966 Value ($000) $1,213 Avg Close Range
Q4 2022
Shares 4,781 Value ($000) $1,024 Avg Close Range
Q3 2022
Shares 4,781 Value ($000) $1,006 Avg Close Range
Q2 2022
Shares 4,781 Value ($000) $1,046 Avg Close Range
Q1 2022
Shares 4,151 Value ($000) $1,152 Avg Close Range
Q4 2021
Shares 4,089 Value ($000) $1,250 Avg Close Range
Q3 2021
Shares 4,089 Value ($000) $1,121 Avg Close Range
Q2 2021
Shares 4,089 Value ($000) $1,110 Avg Close Range
Q1 2021
Shares 4,089 Value ($000) $994 Avg Close Range
Q4 2020
Shares 4,089 Value ($000) $986 Avg Close Range
Q3 2020
Shares 4,089 Value ($000) $887 Avg Close Range
Q2 2020
Shares 4,089 Value ($000) $785 Avg Close Range
Q1 2020
Shares 4,089 Value ($000) $616 Avg Close Range
Q4 2019
Shares 4,089 Value ($000) $719 Avg Close Range