Cx Institutional’s Ishares Tr Position
Does Cx Institutional own Ishares Tr (IWD)? Yes — 118.3K shares worth $29M (+0.83% of its 13F portfolio) as of Q2 2026, down from 120.9K shares the prior filed quarter.
Position Value
$29M
Q2 2026
Shares
118.3K
% of Portfolio
+0.83%
Quarters Held
26
currently held
Position History IWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 118.3K | $29M | +0.83% |
| Q1 2026 | 120.9K | $26M | +0.79% |
| Q4 2025 | 236.2K | $50M | +1.48% |
| Q3 2025 | 241.5K | $49M | +1.49% |
| Q2 2025 | 262.0K | $51M | +1.77% |
| Q1 2025 | 225.2K | $42M | +1.60% |
| Q4 2024 | 193.6K | $36M | +1.42% |
| Q3 2024 | 130.5K | $25M | +1.10% |
| Q2 2024 | 129.7K | $23M | +1.06% |
| Q1 2024 | 129.3K | $23M | +1.12% |
| Q4 2023 | 131.5K | $22M | +1.16% |
| Q3 2023 | 129.1K | $20M | +1.08% |
| Q2 2023 | 75.1K | $12M | +0.61% |
| Q1 2023 | 70.8K | $11M | +0.58% |
| Q4 2022 | 56.8K | $9M | +0.52% |
| Q3 2022 | 98.9K | $13M | +0.93% |
| Q2 2022 | 34.9K | $5M | +0.38% |
| Q1 2022 | 85.8K | $14M | +1.14% |
| Q4 2021 | 78.2K | $13M | +1.04% |
| Q3 2021 | 73.9K | $12M | +0.94% |
| Q2 2021 | 72.7K | $12M | +0.95% |
| Q1 2021 | 31.8K | $5M | +0.43% |
| Q4 2020 | 5.7K | $784,000 | +0.08% |
| Q3 2020 | 1.1K | $135,000 | +0.01% |
| Q2 2020 | 53 | $6,000 | 0.00% |
| Q2 2019 | 457 | $58,000 | +0.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cx Institutional’s full portfolio or all institutional holders of IWD.