SEC 13F Intelligence

Cx Institutional / IVV

Cx Institutional’s Ishares Tr Position

Does Cx Institutional own Ishares Tr (IVV)? Yes — 35.3K shares worth $26M (+0.76% of its 13F portfolio) as of Q2 2026, down from 93.4K shares the prior filed quarter.

Position Value
$26M
Q2 2026
Shares
35.3K
% of Portfolio
+0.76%
Quarters Held
30
currently held

Position History IVV

Reported value by quarter
Q1 ’19: $10MQ1 ’19Q2 ’19: $14MQ3 ’19: $14MQ4 ’19: $15MQ1 ’20: $19MQ1 ’20Q2 ’20: $34MQ3 ’20: $38MQ4 ’20: $43MQ1 ’21: $43MQ1 ’21Q2 ’21: $46MQ3 ’21: $44MQ4 ’21: $49MQ1 ’22: $47MQ1 ’22Q2 ’22: $49MQ3 ’22: $45MQ4 ’22: $48MQ1 ’23: $52MQ1 ’23Q2 ’23: $56MQ3 ’23: $44MQ4 ’23: $48MQ1 ’24: $52MQ1 ’24Q2 ’24: $54MQ3 ’24: $53MQ4 ’24: $55MQ1 ’25: $52MQ1 ’25Q2 ’25: $57MQ3 ’25: $61MQ4 ’25: $63MQ1 ’26: $61MQ1 ’26Q2 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202635.3K$26M+0.76%
Q1 202693.4K$61M+1.86%
Q4 202591.8K$63M+1.88%
Q3 202591.7K$61M+1.86%
Q2 202591.2K$57M+1.98%
Q1 202592.6K$52M+1.96%
Q4 202493.0K$55M+2.17%
Q3 202492.3K$53M+2.36%
Q2 202499.4K$54M+2.55%
Q1 202499.5K$52M+2.52%
Q4 202399.6K$48M+2.54%
Q3 2023102.4K$44M+2.42%
Q2 2023125.1K$56M+2.89%
Q1 2023126.9K$52M+2.79%
Q4 2022125.7K$48M+2.93%
Q3 2022125.0K$45M+3.11%
Q2 2022128.7K$49M+3.68%
Q1 2022103.8K$47M+3.77%
Q4 2021103.1K$49M+3.91%
Q3 2021102.2K$44M+3.60%
Q2 2021107.8K$46M+3.81%
Q1 2021108.8K$43M+3.87%
Q4 2020113.3K$43M+4.10%
Q3 2020112.6K$38M+4.08%
Q2 2020109.0K$34M+4.43%
Q1 202072.5K$19M+3.05%
Q4 201947.8K$15M+2.70%
Q3 201947.9K$14M+2.31%
Q2 201949.2K$14M+2.30%
Q1 201935.9K$10M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cx Institutional’s full portfolio or all institutional holders of IVV.