Caldwell Trust Co's ownership history for IVW

Caldwell Trust Co currently holds 3.2K shares with a market value of $386.9K. It started holding IVW on 2019-12-31. At its peak, it held 3.4K shares on 2025-03-31. Its highest holding value was $386.9K on 2025-09-30. At its lowest, it held 760 shares on 2020-03-31, with a value of $125.4K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 210. In the recent year, Caldwell Trust Co has decreased its shares by 25.