Ownership history in CX Institutional · 25 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 236,247 | -5,300 | -2.2% | 1.48% | $49.7M | $209.54 |
| 2025 Q3 | REDUCED | 241,547 | -20,477 | -7.8% | 1.49% | $49.2M | $201.84 |
| 2025 Q2 | ADDED | 262,024 | +36,838 | +16.4% | 1.77% | $50.9M | $191.71 |
| 2025 Q1 | ADDED | 225,186 | +31,560 | +16.3% | 1.60% | $42.4M | $184.90 |
| 2024 Q4 | ADDED | 193,626 | +63,087 | +48.3% | 1.42% | $35.8M | $181.15 |
| 2024 Q3 | ADDED | 130,539 | +856 | +0.7% | 1.10% | $24.8M | $184.76 |
| 2024 Q2 | ADDED | 129,683 | +361 | +0.3% | 1.06% | $22.6M | $168.92 |
| 2024 Q1 | REDUCED | 129,322 | -2,175 | -1.7% | 1.12% | $23.2M | $172.73 |
| 2023 Q4 | ADDED | 131,497 | +2,368 | +1.8% | 1.16% | $21.7M | $158.67 |
| 2023 Q3 | ADDED | 129,129 | +54,057 | +72.0% | 1.08% | $19.6M | $144.92 |
As of 2025 Q4 — sorted by position size