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Curated Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Curated Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
13,595
+1,874
+16% +$1.36M 1.18% 10
2026
Q1 		$7.66M Sell
11,721
-45
-0.4% -$30.7K 0.96% 14
2025
Q4 		$8.06M Buy
11,766
+2,197
+23% +$1.49M 0.87% 11
2025
Q3 		$6.4M Sell
9,569
-3,371
-26% -$2.17M 0.77% 12
2025
Q2 		$8.03M Sell
12,940
-1,091
-8% -$626K 0.94% 10
2025
Q1 		$7.88M Buy
14,031
+2,040
+17% +$1.2M 1.02% 9
2024
Q4 		$7.06M Buy
11,991
+915
+8% +$542K 0.81% 9
2024
Q3 		$6.39M Buy
11,076
+138
+1% +$76.7K 0.82% 10
2024
Q2 		$5.99M Buy
+10,938
New +$5.75M 0.84% 11
2024
Q1 		– Sell
-8,738
Closed -$4.37M – 204
2023
Q4 		$4.17M Buy
8,738
+2,242
+35% +$1M 0.68% 12
2023
Q3 		$2.79M Buy
6,496
+1,137
+21% +$509K 0.51% 15
2023
Q2 		$2.39M Buy
5,359
+231
+5% +$97.3K 0.46% 15
2023
Q1 		$2.11M Buy
5,128
+325
+7% +$130K 0.47% 16
2022
Q4 		$1.85M Buy
4,803
+2,576
+116% +$994K 0.45% 16
2022
Q3 		$798K Buy
2,227
+30
+1% +$12K 0.23% 37
2022
Q2 		$833K Buy
2,197
+270
+14% +$111K 0.24% 38
2022
Q1 		$919K Hold
1,927
– – 0.31% 35
2021
Q4 		$919K Hold
1,927
– – 0.3% 37
2021
Q3 		$830K Hold
1,927
– – 0.46% 37
2021
Q2 		$828K Hold
1,927
– – 0.45% 37
2021
Q1 		$767K Sell
1,927
-209
-10% -$80.9K 0.47% 34
2020
Q4 		$802K Buy
+2,136
New +$760K 0.52% 32

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Curated Wealth Partners's IVV Position: Q2 2026 in Review

Curated Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, buying an estimated $1.36M and bringing the position to 13,595 shares worth $10.2M. The position accounts for 1.18% of the portfolio, ranked #10.

Curated Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Curated Wealth Partners held 13,595 shares of iShares Core S&P 500 ETF worth $10.2M as of Q2 2026.
  • Curated Wealth Partners bought 1,874 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Core S&P 500 ETF made up 1.18% of Curated Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Curated Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.