CX Institutional’s iShares Core S&P 500 ETF IVV Stock Holding History
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
CM
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. 4,102 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.
- 4,102 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.