iShares Dow Jones US Reg Banks Ind. shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Dow Jones US Reg Banks Ind.
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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 305 | 52.53 |
| 2021-12-31 | $74k | 1.2k | 61.76 |
| 2021-09-30 | $73k | 1.2k | 60.56 |
| 2021-06-30 | $69k | 1.2k | 57.53 |
| 2021-03-31 | $68k | 1.2k | 56.67 |
| 2020-12-31 | $18k | 388 | 45.34 |
| 2020-09-30 | $13k | 388 | 32.74 |
| 2020-06-30 | $35k | 1.0k | 33.82 |
| 2020-03-31 | $30k | 1.0k | 28.91 |
| 2019-12-31 | $77k | 1.5k | 50.97 |
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