Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in ISHARES TR (IFRA). 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 | UNCHANGED | 4,475 | — | 0% | 0.05% | $236K | $52.27 |
| 2025 Q2 | REDUCED | 4,475 | -549 | -10.9% | 0.06% | $220K | $48.48 |
| 2025 Q1 | ADDED | 5,024 | +1 | +0.0% | 0.10% | $226K | $44.25 |
| 2024 Q4 | UNCHANGED | 5,023 | — | 0% | 0.08% | $233K | $45.19 |
| 2024 Q3 | ADDED | 5,023 | +1 | +0.0% | 0.09% | $236K | $45.63 |
| 2024 Q2 | ADDED | 5,022 | +1 | +0.0% | 0.08% | $212K | $40.70 |
| 2024 Q1 | INITIATED | 5,021 | — | — | 0.08% | $218K | — |
As of 2025 Q4 — sorted by position size