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 (ILCG). 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 | REDUCED | 2,217 | -33 | -1.5% | 0.05% | $231K | $104.05 |
| 2025 Q2 | UNCHANGED | 2,250 | — | 0% | 0.06% | $218K | $96.54 |
| 2024 Q4 | INITIATED | 2,250 | — | — | 0.07% | $202K | $89.06 |
As of 2025 Q4 — sorted by position size