SEC 13F Intelligence

Cx Institutional / IWF

Cx Institutional’s Ishares Tr Position

Does Cx Institutional own Ishares Tr (IWF)? Yes — 236.0K shares worth $29M (+0.85% of its 13F portfolio) as of Q2 2026, up from 60.8K shares the prior filed quarter.

Position Value
$29M
Q2 2026
Shares
236.0K
% of Portfolio
+0.85%
Quarters Held
30
currently held

Position History IWF

Reported value by quarter
Q1 ’19: $95,000Q1 ’19Q2 ’19: $99,000Q3 ’19: $100,000Q4 ’19: $111,000Q1 ’20: $95,000Q1 ’20Q2 ’20: $110,000Q3 ’20: $124,000Q4 ’20: $3MQ1 ’21: $8MQ1 ’21Q2 ’21: $9MQ3 ’21: $10MQ4 ’21: $12MQ1 ’22: $15MQ1 ’22Q2 ’22: $12MQ3 ’22: $22MQ4 ’22: $20MQ1 ’23: $7MQ1 ’23Q2 ’23: $9MQ3 ’23: $16MQ4 ’23: $18MQ1 ’24: $32MQ1 ’24Q2 ’24: $32MQ3 ’24: $33MQ4 ’24: $41MQ1 ’25: $52MQ1 ’25Q2 ’25: $67MQ3 ’25: $59MQ4 ’25: $58MQ1 ’26: $26MQ1 ’26Q2 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026236.0K$29M+0.85%
Q1 202660.8K$26M+0.79%
Q4 2025122.3K$58M+1.73%
Q3 2025126.6K$59M+1.80%
Q2 2025157.4K$67M+2.33%
Q1 2025142.7K$52M+1.94%
Q4 2024102.2K$41M+1.63%
Q3 202487.7K$33M+1.46%
Q2 202488.0K$32M+1.50%
Q1 202493.9K$32M+1.53%
Q4 202357.7K$18M+0.94%
Q3 202358.7K$16M+0.86%
Q2 202330.9K$9M+0.44%
Q1 202329.7K$7M+0.39%
Q4 202291.8K$20M+1.20%
Q3 2022105.4K$22M+1.54%
Q2 202256.5K$12M+0.93%
Q1 202253.0K$15M+1.18%
Q4 202138.5K$12M+0.93%
Q3 202135.0K$10M+0.78%
Q2 202131.4K$9M+0.70%
Q1 202132.9K$8M+0.71%
Q4 202011.7K$3M+0.27%
Q3 2020573$124,000+0.01%
Q2 2020573$110,000+0.01%
Q1 2020629$95,000+0.02%
Q4 2019629$111,000+0.02%
Q3 2019629$100,000+0.02%
Q2 2019629$99,000+0.02%
Q1 2019629$95,000+0.02%

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 IWF.