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Disclosery

CX Institutional: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on IYW, newest first. How the timeline and the estimate are built.

CX Institutional held 7,193 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,193 shares
    Change vs previous 13F -1,012 shares

    0.05% of the 13F portfolio, value $1,905,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,205 shares
    Change vs previous 13F -45 shares

    0.06% of the 13F portfolio, value $2,070,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,250 shares
    Change vs previous 13F -560 shares

    0.05% of the 13F portfolio, value $1,497,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,810 shares
    Change vs previous 13F +240 shares

    0.05% of the 13F portfolio, value $1,759,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,570 shares
    Change vs previous 13F -854 shares

    0.05% of the 13F portfolio, value $1,678,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 9,424 shares
    Change vs previous 13F +2,206 shares

    0.06% of the 13F portfolio, value $1,633,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,218 shares
    Change vs previous 13F -1,261 shares

    0.04% of the 13F portfolio, value $1,014,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,479 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,352,579.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).