CX Institutional
IVE icon

CX Institutional’s iShares S&P 500 Value ETF IVE Stock Holding History

CX Institutional’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.2M Buy
215,726
+14,951
+7% +$3.49M 1.33% 10
2026
Q2 		$45.6M Sell
200,775
-8,131
-4% -$1.82M 1.32% 15
2026
Q1 		$44.1M Sell
208,906
-103,170
-33% -$22.3M 1.35% 16
2025
Q4 		$66.2M Sell
312,076
-892
-0.3% -$187K 1.97% 5
2025
Q3 		$64.6M Sell
312,968
-15,603
-5% -$3.13M 1.96% 5
2025
Q2 		$64.2M Buy
328,571
+46,928
+17% +$8.74M 2.24% 7
2025
Q1 		$53.7M Buy
281,643
+49,292
+21% +$9.5M 2.03% 5
2024
Q4 		$44.4M Buy
232,351
+66,599
+40% +$13.2M 1.76% 10
2024
Q3 		$32.7M Buy
165,752
+2,446
+1% +$465K 1.45% 12
2024
Q2 		$29.7M Sell
163,306
-3,048
-2% -$555K 1.4% 14
2024
Q1 		$31.1M Sell
166,354
-8,867
-5% -$1.58M 1.5% 11
2023
Q4 		$30.5M Sell
175,221
-30,435
-15% -$4.89M 1.63% 8
2023
Q3 		$31.6M Buy
205,656
+74,341
+57% +$12M 1.74% 5
2023
Q2 		$21.2M Buy
131,315
+4,920
+4% +$757K 1.1% 15
2023
Q1 		$19.2M Buy
126,395
+30,190
+31% +$4.56M 1.02% 19
2022
Q4 		$14M Buy
96,205
+8,400
+10% +$1.2M 0.85% 26
2022
Q3 		$11.3M Buy
87,805
+16,073
+22% +$2.28M 0.78% 28
2022
Q2 		$9.9M Buy
71,732
+28,595
+66% +$4.22M 0.74% 28
2022
Q1 		$6.72M Buy
43,137
+6,952
+19% +$1.07M 0.54% 46
2021
Q4 		$5.67M Buy
36,185
+4,584
+15% +$697K 0.45% 61
2021
Q3 		$4.6M Buy
31,601
+1,122
+4% +$167K 0.38% 74
2021
Q2 		$4.5M Sell
30,479
-2,515
-8% -$370K 0.37% 82
2021
Q1 		$4.66M Buy
32,994
+28,083
+572% +$3.78M 0.42% 70
2020
Q4 		$629K Buy
+4,911
New +$594K 0.06% 225
2019
Q4 		– Sell
-29
Closed -$3K – 755
2019
Q3 		$3K Sell
29
-23
-44% -$2.7K ﹤0.01% 673
2019
Q2 		$6K Sell
52
-176
-77% -$20.2K ﹤0.01% 578
2019
Q1 		$26K Sell
228
-23,231
-99% -$2.55M ﹤0.01% 383
2018
Q4 		$2.37M Buy
23,459
+23,119
+6,800% +$2.53M 0.5% 44
2018
Q3 		$39K Sell
340
-150
-31% -$17.2K 0.01% 202
2018
Q2 		$54K Buy
+490
New +$54.3K 0.02% 154

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CX Institutional's IVE Position: Q3 2026 in Review

CX Institutional increased its iShares S&P 500 Value ETF (IVE) stake by 7.4% in Q3 2026, buying an estimated $3.49M and bringing the position to 215,726 shares worth $49.2M. The position accounts for 1.33% of the portfolio, ranked #10.

CX Institutional first reported a position in IVE in Q2 2018 and has held it in 30 quarters since. The position peaked at $66.2M in Q4 2025. 456 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • CX Institutional held 215,726 shares of iShares S&P 500 Value ETF worth $49.2M as of Q3 2026.
  • CX Institutional bought 14,951 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $3.49M.
  • iShares S&P 500 Value ETF made up 1.33% of CX Institutional's portfolio in Q3 2026, its #10 holding.
  • CX Institutional first reported a position in iShares S&P 500 Value ETF in Q2 2018 and has held it in 30 quarters since.
  • CX Institutional's iShares S&P 500 Value ETF position peaked at $66.2M in Q4 2025.
  • 456 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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