CX Institutional IYC — iShares ETFs/USA

Ownership history in CX Institutional  ·  16 quarters on record

AI Ownership Summary

CX Institutional reported iShares ETFs/USA (IYC) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows IYC 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 IYC 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

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

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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.

IYC stock page CX Institutional fund profile CX Institutional full holdings
How CX Institutional held IYC — position size vs. price
% of Fund (quarterly)    IYC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 780 -366 -31.9% 0.00% $79 2026-07-02 $102.07
2026 Q1 ADDED — — — 1,146 +186 +19.4% 0.00% $111 2026-04-06 $97.54
2025 Q4 ADDED — — — 960 +785 +448.6% 0.00% $99K 2026-02-02 $104.43
2025 Q3 ADDED — — — 175 +10 +6.1% 0.00% $18K 2025-10-23 $103.53
2025 Q2 ADDED — — — 165 +117 +243.8% 0.00% $16K 2025-07-11 $99.98
2025 Q1 REDUCED 99.1% +13.0% ❌ 48 -5,231 -99.1% 0.00% $4K 2025-04-15 $84.89
2024 Q4 ADDED — — — 5,279 +2,298 +77.1% 0.02% $508K 2025-01-21 $98.22
2024 Q2 REDUCED 69.8% +8.4% ❌ 2,981 -6,897 -69.8% 0.01% $242K 2024-07-11 $82.18
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CX Institutional and IYC

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 IYC?

CX Institutional reported IYC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for IYC was 0.02% in 2024 Q4.

What is the latest reported IYC position on this page?

The most recent filing on this page is 2026 Q2, when CX Institutional reported 780 shares, equal to 0.00% of portfolio, with an estimated market value of $79.

What does the chart on this IYC ownership page compare?

The chart compares CX Institutional's quarterly IYC 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 IYC position?

Based on 13F filing dates vs. subsequent IYC price moves, CX Institutional correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on IYC relative to SPY over the holding period was -7.6%.

← Back to CX Institutional Holdings