CX Institutional IJT — iShares ETFs/USA

Ownership history in CX Institutional  ·  9 quarters on record

AI Ownership Summary

CX Institutional reported iShares ETFs/USA (IJT) in 9 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows IJT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in iShares ETFs/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IJT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJT stock page CX Institutional fund profile CX Institutional full holdings
How CX Institutional held IJT — position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 246 — 0% 0.00% $44 2026-07-02 $175.89
2026 Q1 ADDED — — — 246 +22 +9.8% 0.00% $36 2026-04-06 $147.54
2025 Q4 ADDED — — — 224 +1 +0.4% 0.00% $32K 2026-02-02 $149.14
2025 Q3 REDUCED 6.7% +2.5% ❌ 223 -16 -6.7% 0.00% $32K 2025-10-23 $141.83
2025 Q2 UNCHANGED — — — 239 — 0% 0.00% $32K 2025-07-11 $134.80
2025 Q1 REDUCED 99.0% +7.1% ❌ 239 -22,949 -99.0% 0.00% $30K 2025-04-15 $115.72
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJT

As of 2026 Q2 — sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.03% Hilltop National Bank 0.02% Cedar Mountain Advisors, LLC 3Y 0.01% EASTERN BANK 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About CX Institutional and IJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning IJT?

CX Institutional reported IJT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported IJT position in CX Institutional's portfolio?

The largest reported portfolio weight for IJT was 0.00% in 2026 Q2.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2026 Q2, when CX Institutional reported 246 shares, equal to 0.00% of portfolio, with an estimated market value of $44.

What does the chart on this IJT ownership page compare?

The chart compares CX Institutional's quarterly IJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CX Institutional time their IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, CX Institutional correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on IJT relative to SPY over the holding period was +5.4%.

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