SEC 13F Intelligence

Cx Institutional / IVW

Cx Institutional’s Ishares Tr Position

Does Cx Institutional own Ishares Tr (IVW)? Yes134.7K shares worth $19M (+0.53% of its 13F portfolio) as of Q2 2026, up from 128.2K shares the prior filed quarter.

Position Value
$19M
Q2 2026
Shares
134.7K
% of Portfolio
+0.53%
Quarters Held
23
currently held

Position History IVW

Reported value by quarter
Q2 ’20: $22,000Q2 ’20Q3 ’20: $18,000Q4 ’20: $186,000Q1 ’21: $32,000Q1 ’21Q2 ’21: $36,000Q3 ’21: $36,000Q2 ’22: $8MQ2 ’22Q3 ’22: $6MQ4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $10MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $14MQ2 ’24: $13MQ3 ’24: $11MQ3 ’24Q4 ’24: $11MQ1 ’25: $11MQ2 ’25: $13MQ2 ’25Q3 ’25: $13MQ4 ’25: $14MQ1 ’26: $15MQ1 ’26Q2 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026134.7K$19M+0.53%
Q1 2026128.2K$15M+0.44%
Q4 2025112.9K$14M+0.41%
Q3 2025109.6K$13M+0.40%
Q2 2025117.4K$13M+0.45%
Q1 2025117.6K$11M+0.41%
Q4 2024112.7K$11M+0.45%
Q3 2024118.1K$11M+0.50%
Q2 2024143.4K$13M+0.62%
Q1 2024171.6K$14M+0.70%
Q4 2023119.5K$9M+0.48%
Q3 2023130.4K$9M+0.49%
Q2 2023137.2K$10M+0.50%
Q1 202356.1K$4M+0.19%
Q4 202257.4K$3M+0.20%
Q3 202298.5K$6M+0.40%
Q2 2022124.6K$8M+0.57%
Q3 2021492$36,0000.00%
Q2 2021492$36,0000.00%
Q1 2021492$32,0000.00%
Q4 20202.9K$186,000+0.02%
Q3 202077$18,0000.00%
Q2 2020106$22,0000.00%

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 IVW.