IWA
IBEX Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Buy |
35,528
+13,196
| +59% | +$3.64M | 1.04% | 29 |
|
|
2025
Q1 | $5.92M | Buy |
+22,332
| New | +$5.92M | 0.78% | 46 |
|
|
2019
Q3 | – | Sell |
-788
| Closed | -$152K | – | 126 |
|
|
2019
Q2 | $152K | Buy |
+788
| New | +$152K | 0.04% | 145 |
|
|
2019
Q1 | – | Sell |
-17,762
| Closed | -$3.34M | – | 99 |
|
|
2018
Q4 | $3.34M | Sell |
17,762
-379
| -2% | -$71.3K | 1.53% | 22 |
|
|
2018
Q3 | $3.16M | Buy |
18,141
+1,294
| +8% | +$225K | 1.13% | 38 |
|
|
2018
Q2 | $2.66M | Hold |
16,847
| – | – | 1.06% | 43 |
|
|
2018
Q1 | $2.66M | Buy |
+16,847
| New | +$2.66M | 1.08% | 42 |
|