Caldwell Trust Co's ownership history for IYW

Caldwell Trust Co currently holds 733 shares with a market value of $143.6K. It started holding IYW on 2019-12-31. At its peak, it held 2.1K shares on 2020-12-31. Its highest holding value was $208.6K on 2021-09-30. At its lowest, it held 315 shares on 2019-12-31, with a value of $64.4K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has decreased its shares by 27.