Ownership history in CX Institutional · 29 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IWF). 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 | 122,289 | -4,359 | -3.4% | 1.73% | $57.9M | $472.88 |
| 2025 Q3 | REDUCED | 126,648 | -30,799 | -19.6% | 1.80% | $59.3M | $467.53 |
| 2025 Q2 | ADDED | 157,447 | +14,763 | +10.3% | 2.32% | $66.8M | $423.39 |
| 2025 Q1 | ADDED | 142,684 | +40,504 | +39.6% | 1.94% | $51.5M | $359.72 |
As of 2025 Q4 — sorted by position size