CX Institutional’s iShares Core S&P 500 ETF IVV Stock Holding History

CX Institutional’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4M	Sell	35,282 -58,073	-62%	-$42.3M	0.76%	31
2026 Q1	$61M	Buy	93,355 +1,513	+2%	+$1.03M	1.86%	6
2025 Q4	$62.9M	Buy	91,842 +163	+0.2%	+$111K	1.88%	8
2025 Q3	$61.4M	Buy	91,679 +451	+0.5%	+$290K	1.86%	8
2025 Q2	$56.6M	Sell	91,228 -1,408	-2%	-$808K	1.98%	10
2025 Q1	$52.1M	Sell	92,636 -379	-0.4%	-$224K	1.96%	7
2024 Q4	$54.8M	Buy	93,015 +688	+0.7%	+$407K	2.17%	6
2024 Q3	$53.3M	Sell	92,327 -7,089	-7%	-$3.94M	2.36%	2
2024 Q2	$54.4M	Sell	99,416 -50	-0.1%	-$26.3K	2.55%	1
2024 Q1	$52.3M	Sell	99,466 -157	-0.2%	-$78.6K	2.52%	1
2023 Q4	$47.6M	Sell	99,623 -2,751	-3%	-$1.23M	2.54%	1
2023 Q3	$44M	Sell	102,374 -22,722	-18%	-$10.2M	2.42%	1
2023 Q2	$55.8M	Sell	125,096 -1,769	-1%	-$745K	2.89%	1
2023 Q1	$52.3M	Buy	126,865 +1,176	+0.9%	+$471K	2.79%	1
2022 Q4	$48.3M	Buy	125,689 +693	+0.6%	+$267K	2.93%	1
2022 Q3	$44.8M	Sell	124,996 -3,682	-3%	-$1.47M	3.11%	1
2022 Q2	$48.8M	Buy	128,678 +24,883	+24%	+$10.2M	3.68%	1
2022 Q1	$47.1M	Buy	103,795 +692	+0.7%	+$309K	3.77%	1
2021 Q4	$49.2M	Buy	103,103 +870	+0.9%	+$401K	3.91%	1
2021 Q3	$44M	Sell	102,233 -5,546	-5%	-$2.46M	3.6%	2
2021 Q2	$46.3M	Sell	107,779 -999	-0.9%	-$418K	3.81%	1
2021 Q1	$43.3M	Sell	108,778 -4,566	-4%	-$1.77M	3.87%	3
2020 Q4	$42.5M	Buy	113,344 +745	+0.7%	+$265K	4.1%	1
2020 Q3	$37.8M	Buy	112,599 +3,636	+3%	+$1.21M	4.08%	1
2020 Q2	$33.7M	Buy	108,963 +36,495	+50%	+$10.7M	4.43%	2
2020 Q1	$18.7M	Buy	72,468 +24,683	+52%	+$7.56M	3.05%	5
2019 Q4	$15.4M	Sell	47,785 -114	-0.2%	-$35.3K	2.7%	6
2019 Q3	$14.3M	Sell	47,899 -1,290	-3%	-$383K	2.31%	6
2019 Q2	$14.5M	Buy	49,189 +13,308	+37%	+$3.86M	2.3%	7
2019 Q1	$10.2M	Buy	35,881 +1,463	+4%	+$400K	1.8%	12
2018 Q4	$8.66M	Buy	34,418 +7,967	+30%	+$2.16M	1.83%	16
2018 Q3	$7.74M	Sell	26,451 -2,246	-8%	-$644K	2.56%	5
2018 Q2	$7.84M	Buy	+28,697	New	+$7.81M	2.9%	3

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

CX Institutional's IVV Position: Q2 2026 in Review

CX Institutional reduced its iShares Core S&P 500 ETF (IVV) stake by 62% in Q2 2026, selling an estimated $42.3M and leaving 35,282 shares worth $26.4M. The position accounts for 0.76% of the portfolio, ranked #31.

CX Institutional first reported a position in IVV in Q2 2018 and has held it in 33 quarters since. The position peaked at $62.9M in Q4 2025. 961 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CX Institutional held 35,282 shares of iShares Core S&P 500 ETF worth $26.4M as of Q2 2026.
CX Institutional sold 58,073 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.3M.
iShares Core S&P 500 ETF made up 0.76% of CX Institutional's portfolio in Q2 2026, its #31 holding.
CX Institutional first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
CX Institutional's iShares Core S&P 500 ETF position peaked at $62.9M in Q4 2025.
961 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.