IVE — iShares ETFs/USA

Ownership history in CX Institutional  ·  27 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.23% (2025 Q2)
Avg. % of fund
0.92%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 312,076 -892 -0.3% 1.97% $66.2M $211.29
2025 Q3 REDUCED 312,968 -15,603 -4.7% 1.96% $64.6M $204.79
2025 Q2 ADDED 328,571 +46,928 +16.7% 2.23% $64.2M $192.97
2025 Q1 ADDED 281,643 +49,292 +21.2% 2.03% $53.7M $187.40
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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