ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 1,595 Value ($000) $150 Avg Close Range
Q3 2025
Shares 1,595 Value ($000) $152 Avg Close Range
Q2 2025
Shares 1,595 Value ($000) $150 Avg Close Range
Q1 2025
Shares 1,595 Value ($000) $149 Avg Close Range
Q4 2024
Shares 1,595 Value ($000) $142 Avg Close Range
Q3 2024
Shares 1,595 Value ($000) $146 Avg Close Range
Q2 2024
Shares 1,836 Value ($000) $154 Avg Close Range
Q1 2024
Shares 1,836 Value ($000) $153 Avg Close Range
Q4 2023
Shares 1,336 Value ($000) $104 Avg Close Range
Q3 2023
Shares 941 Value ($000) $68 Avg Close Range
Q2 2023
Shares 941 Value ($000) $70 Avg Close Range
Q1 2023
Shares 941 Value ($000) $68 Avg Close Range
Q4 2022
Shares 1,081 Value ($000) $78 Avg Close Range
Q3 2022
Shares 1,081 Value ($000) $71 Avg Close Range
Q2 2022
Shares 1,081 Value ($000) $76 Avg Close Range
Q1 2022
Shares 800 Value ($000) $62 Avg Close Range
Q4 2021
Shares 800 Value ($000) $65 Avg Close Range
Q3 2021
Shares 800 Value ($000) $59 Avg Close Range
Q2 2021
Shares 800 Value ($000) $59 Avg Close Range
Q1 2021
Shares 800 Value ($000) $55 Avg Close Range
Q4 2020
Shares 800 Value ($000) $54 Avg Close Range
Q3 2020
Shares 800 Value ($000) $51 Avg Close Range
Q2 2020
Shares 800 Value ($000) $49 Avg Close Range
Q1 2020
Shares 800 Value ($000) $43 Avg Close Range
Q4 2019
Shares 800 Value ($000) $52 Avg Close Range