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 (IWM). 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 | 2,271 | -118 | -4.9% | 0.13% | $549K | $240.72 |
| 2025 Q2 | REDUCED | 2,389 | -235 | -9.0% | 0.14% | $516K | $214.08 |
| 2025 Q1 | ADDED | 2,624 | +134 | +5.4% | 0.23% | $523K | $197.36 |
| 2024 Q4 | REDUCED | 2,490 | -223 | -8.2% | 0.19% | $550K | $218.11 |
| 2024 Q3 | ADDED | 2,713 | +227 | +9.1% | 0.23% | $599K | $217.40 |
| 2024 Q2 | ADDED | 2,486 | +1 | +0.0% | 0.19% | $504K | $199.01 |
| 2024 Q1 | INITIATED | 2,485 | — | — | 0.20% | $523K | — |
As of 2025 Q4 — sorted by position size