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 (IWD). 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 | 2,087 | +2 | +0.1% | 0.10% | $425K | $201.84 |
| 2025 Q2 | REDUCED | 2,085 | -4 | -0.2% | 0.11% | $405K | $191.71 |
| 2025 Q1 | REDUCED | 2,089 | -199 | -8.7% | 0.17% | $393K | $184.90 |
| 2024 Q4 | ADDED | 2,288 | +2 | +0.1% | 0.15% | $424K | $181.15 |
As of 2025 Q4 — sorted by position size