Ownership history in McCarthy & Cox · 3 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in ISHARES TR (IBTF). 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 Q3 | ADDED | 8,620 | +26 | +0.3% | 0.05% | $201K | $23.13 |
| 2025 Q2 | ADDED | 8,594 | +26 | +0.3% | 0.05% | $201K | $22.88 |
| 2025 Q1 | INITIATED | 8,568 | — | — | 0.09% | $200K | $22.65 |
As of 2025 Q4 — sorted by position size