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 (IWF). 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 | 846 | — | 0% | 0.09% | $396K | $467.53 |
| 2025 Q2 | UNCHANGED | 846 | — | 0% | 0.09% | $359K | $423.39 |
| 2025 Q1 | REDUCED | 846 | -83 | -8.9% | 0.13% | $305K | $359.72 |
| 2024 Q4 | UNCHANGED | 929 | — | 0% | 0.13% | $373K | $399.63 |
As of 2025 Q4 — sorted by position size