CI
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CX Institutional’s iShares Russell 1000 Value ETF IWD Stock Holding History

CX Institutional’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7M Sell
118,254
-2,686
-2% -$626K 0.83% 28
2026
Q1 		$25.8M Sell
120,940
-115,307
-49% -$25.3M 0.79% 34
2025
Q4 		$49.7M Sell
236,247
-5,300
-2% -$1.09M 1.48% 19
2025
Q3 		$49.2M Sell
241,547
-20,477
-8% -$4.07M 1.49% 20
2025
Q2 		$50.9M Buy
262,024
+36,838
+16% +$6.82M 1.77% 12
2025
Q1 		$42.4M Buy
225,186
+31,560
+16% +$6.01M 1.6% 15
2024
Q4 		$35.8M Buy
193,626
+63,087
+48% +$12.1M 1.42% 18
2024
Q3 		$24.8M Buy
130,539
+856
+0.7% +$156K 1.1% 19
2024
Q2 		$22.6M Buy
129,683
+361
+0.3% +$63.1K 1.06% 20
2024
Q1 		$23.2M Sell
129,322
-2,175
-2% -$368K 1.12% 21
2023
Q4 		$21.7M Buy
131,497
+2,368
+2% +$366K 1.16% 15
2023
Q3 		$19.6M Buy
129,129
+54,057
+72% +$8.57M 1.08% 22
2023
Q2 		$11.8M Buy
75,072
+4,261
+6% +$651K 0.61% 46
2023
Q1 		$10.8M Buy
70,811
+13,969
+25% +$2.16M 0.58% 40
2022
Q4 		$8.62M Sell
56,842
-42,020
-43% -$6.29M 0.52% 43
2022
Q3 		$13.4M Buy
98,862
+63,921
+183% +$9.61M 0.93% 22
2022
Q2 		$5.07M Sell
34,941
-50,901
-59% -$7.96M 0.38% 61
2022
Q1 		$14.2M Buy
85,842
+7,651
+10% +$1.26M 1.14% 21
2021
Q4 		$13.1M Buy
78,191
+4,293
+6% +$703K 1.04% 18
2021
Q3 		$11.6M Buy
73,898
+1,179
+2% +$189K 0.95% 20
2021
Q2 		$11.5M Buy
72,719
+40,905
+129% +$6.48M 0.95% 24
2021
Q1 		$4.82M Buy
31,814
+26,081
+455% +$3.77M 0.43% 64
2020
Q4 		$784K Buy
5,733
+4,593
+403% +$589K 0.08% 212
2020
Q3 		$135K Buy
1,140
+1,087
+2,051% +$129K 0.01% 286
2020
Q2 		$6K Buy
+53
New +$5.83K ﹤0.01% 647
2019
Q3 		– Sell
-457
Closed -$58K – 873
2019
Q2 		$58K Buy
+457
New +$57.2K 0.01% 313
2019
Q1 		– Sell
-4,020
Closed -$446K – 803
2018
Q4 		$446K Buy
+4,020
New +$482K 0.09% 136

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

CX Institutional's IWD Position: Q2 2026 in Review

CX Institutional reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, selling an estimated $626K and leaving 118,254 shares worth $28.7M. The position accounts for 0.83% of the portfolio, ranked #28.

CX Institutional first reported a position in IWD in Q4 2018 and has held it in 27 quarters since. The position peaked at $50.9M in Q2 2025. 505 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • CX Institutional held 118,254 shares of iShares Russell 1000 Value ETF worth $28.7M as of Q2 2026.
  • CX Institutional sold 2,686 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $626K.
  • iShares Russell 1000 Value ETF made up 0.83% of CX Institutional's portfolio in Q2 2026, its #28 holding.
  • CX Institutional first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 27 quarters since.
  • CX Institutional's iShares Russell 1000 Value ETF position peaked at $50.9M in Q2 2025.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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