Caldwell Trust Co's ownership history for IUSV

Caldwell Trust Co currently holds 539 shares with a market value of $53.9K. It started holding IUSV on 2025-03-31. At its peak, it held 539 shares on 2025-03-31. Its highest holding value was $53.9K on 2025-09-30. At its lowest, it held 539 shares on 2025-03-31, with a value of $49.7K on 2025-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0.