Caldwell Trust Co's ownership history for IWR

Caldwell Trust Co currently holds 7.5K shares with a market value of $727.1K. It started holding IWR on 2019-12-31. At its peak, it held 8.7K shares on 2021-12-31. Its highest holding value was $727.1K on 2025-09-30. At its lowest, it held 4.8K shares on 2020-09-30, with a value of $249.9K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 847. In the recent year, Caldwell Trust Co has increased its shares by 992.