CX Institutional
IUSV icon

CX Institutional’s iShares Core S&P US Value ETF IUSV Stock Holding History

CX Institutional’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$348K Buy
3,156
+48
+2% +$5.43K 0.01% 579
2026
Q2 		$342K Buy
3,108
+12
+0.4% +$1.3K 0.01% 580
2026
Q1 		$317K Sell
3,096
-152
-5% -$15.9K 0.01% 587
2025
Q4 		$333K Buy
3,248
+17
+0.5% +$1.72K 0.01% 541
2025
Q3 		$323K Sell
3,231
-149
-4% -$14.5K 0.01% 550
2025
Q2 		$320K Buy
3,380
+97
+3% +$8.75K 0.01% 488
2025
Q1 		$303K Buy
3,283
+53
+2% +$4.97K 0.01% 479
2024
Q4 		$299K Buy
+3,230
New +$311K 0.01% 444
2022
Q3 		– Sell
-587
Closed -$40K – 807
2022
Q2 		$40K Buy
+587
New +$42.2K ﹤0.01% 718
2021
Q4 		– Sell
-14,425
Closed -$1.02M – 630
2021
Q3 		$1.02M Buy
14,425
+1,675
+13% +$122K 0.08% 210
2021
Q2 		$917K Sell
12,750
-1,944
-13% -$140K 0.08% 209
2021
Q1 		$1.01M Buy
14,694
+1,034
+8% +$67.8K 0.09% 196
2020
Q4 		$850K Buy
13,660
+3,700
+37% +$217K 0.08% 204
2020
Q3 		$541K Buy
9,960
+818
+9% +$44.7K 0.06% 200
2020
Q2 		$477K Buy
9,142
+1,445
+19% +$73.8K 0.06% 197
2020
Q1 		$355K Sell
7,697
-27,042
-78% -$1.56M 0.06% 195
2019
Q4 		$2.19M Buy
34,739
+28,076
+421% +$1.69M 0.38% 64
2019
Q3 		$385K Sell
6,663
-19,683
-75% -$1.12M 0.06% 177
2019
Q2 		$1.49M Buy
26,346
+21,947
+499% +$1.22M 0.24% 97
2019
Q1 		$241K Sell
4,399
-96,345
-96% -$5.15M 0.04% 195
2018
Q4 		$4.95M Buy
100,744
+34,479
+52% +$1.83M 1.04% 32
2018
Q3 		$3.74M Buy
66,265
+6,357
+11% +$355K 1.23% 29
2018
Q2 		$3.22M Buy
+59,908
New +$3.23M 1.19% 31

Other funds holding IUSV

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

CX Institutional's IUSV Position: Q3 2026 in Review

CX Institutional increased its iShares Core S&P US Value ETF (IUSV) stake by 1.5% in Q3 2026, buying an estimated $5.43K and bringing the position to 3,156 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #579.

CX Institutional first reported a position in IUSV in Q2 2018 and has held it in 23 quarters since. The position peaked at $4.95M in Q4 2018. 248 funds tracked by Wall St. Rank hold IUSV as of Q3 2026.

  • CX Institutional held 3,156 shares of iShares Core S&P US Value ETF worth $348K as of Q3 2026.
  • CX Institutional bought 48 iShares Core S&P US Value ETF shares in Q3 2026, an estimated $5.43K.
  • iShares Core S&P US Value ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #579 holding.
  • CX Institutional first reported a position in iShares Core S&P US Value ETF in Q2 2018 and has held it in 23 quarters since.
  • CX Institutional's iShares Core S&P US Value ETF position peaked at $4.95M in Q4 2018.
  • 248 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.