CX Institutional’s iShares S&P 500 Growth ETF IVW Stock Holding History

CX Institutional’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.5M	Buy	134,747 +6,544	+5%	+$864K	0.53%	44
2026 Q1	$14.5M	Buy	128,203 +15,340	+14%	+$1.84M	0.44%	48
2025 Q4	$13.9M	Buy	112,863 +3,312	+3%	+$405K	0.41%	49
2025 Q3	$13.2M	Sell	109,551 -7,839	-7%	-$902K	0.4%	51
2025 Q2	$12.9M	Sell	117,390 -209	-0.2%	-$20.7K	0.45%	42
2025 Q1	$10.9M	Buy	117,599 +4,876	+4%	+$492K	0.41%	58
2024 Q4	$11.4M	Sell	112,723 -5,406	-5%	-$539K	0.45%	50
2024 Q3	$11.3M	Sell	118,129 -25,263	-18%	-$2.33M	0.5%	54
2024 Q2	$13.3M	Sell	143,392 -28,172	-16%	-$2.43M	0.62%	48
2024 Q1	$14.5M	Buy	171,564 +52,110	+44%	+$4.19M	0.7%	38
2023 Q4	$8.97M	Sell	119,454 -10,900	-8%	-$776K	0.48%	58
2023 Q3	$8.92M	Sell	130,354 -6,825	-5%	-$483K	0.49%	56
2023 Q2	$9.67M	Buy	137,179 +81,081	+145%	+$5.36M	0.5%	52
2023 Q1	$3.58M	Sell	56,098 -1,312	-2%	-$80.2K	0.19%	166
2022 Q4	$3.36M	Sell	57,410 -41,086	-42%	-$2.47M	0.2%	144
2022 Q3	$5.7M	Sell	98,496 -26,146	-21%	-$1.7M	0.4%	63
2022 Q2	$7.52M	Buy	+124,642	New	+$8.25M	0.57%	39
2021 Q4	–	Sell	-492	Closed	-$36K	–	631
2021 Q3	$36K	Hold	492	–	–	﹤0.01%	646
2021 Q2	$36K	Hold	492	–	–	﹤0.01%	626
2021 Q1	$32K	Sell	492 -2,420	-83%	-$156K	﹤0.01%	582
2020 Q4	$186K	Buy	2,912 +2,604	+845%	+$158K	0.02%	296
2020 Q3	$18K	Sell	308 -116	-27%	-$6.57K	﹤0.01%	570
2020 Q2	$22K	Buy	+424	New	+$20.3K	﹤0.01%	421

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CX Institutional's IVW Position: Q2 2026 in Review

CX Institutional increased its iShares S&P 500 Growth ETF (IVW) stake by 5.1% in Q2 2026, buying an estimated $864K and bringing the position to 134,747 shares worth $18.5M. The position accounts for 0.53% of the portfolio, ranked #44.

CX Institutional first reported a position in IVW in Q2 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

CX Institutional held 134,747 shares of iShares S&P 500 Growth ETF worth $18.5M as of Q2 2026.
CX Institutional bought 6,544 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $864K.
iShares S&P 500 Growth ETF made up 0.53% of CX Institutional's portfolio in Q2 2026, its #44 holding.
CX Institutional first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 23 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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