CI
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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
Q3 		$21.2M Buy
149,008
+14,261
+11% +$1.98M 0.57% 39
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional's IVW Position: Q3 2026 in Review

CX Institutional increased its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q3 2026, buying an estimated $1.98M and bringing the position to 149,008 shares worth $21.2M. The position accounts for 0.57% of the portfolio, ranked #39.

CX Institutional first reported a position in IVW in Q2 2020 and has held it in 24 quarters since. 77 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • CX Institutional held 149,008 shares of iShares S&P 500 Growth ETF worth $21.2M as of Q3 2026.
  • CX Institutional bought 14,261 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $1.98M.
  • iShares S&P 500 Growth ETF made up 0.57% of CX Institutional's portfolio in Q3 2026, its #39 holding.
  • CX Institutional first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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