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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
2024
Q2 		– Sell
-9,476
Closed -$4.98M – 200
2024
Q1 		$4.98M Buy
+9,476
New +$4.74M 0.73% 11

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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 3,282% in Q2 2026, buying an estimated $280M and bringing the position to 396,440 shares worth $666K. The position accounts for 0.09% of the portfolio, ranked #210.

Curated Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.06M in Q4 2025. 1,685 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Curated Wealth Partners held 396,440 shares of iShares Core S&P 500 ETF worth $666K as of Q2 2026.
  • Curated Wealth Partners bought 384,719 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $280M.
  • iShares Core S&P 500 ETF made up 0.09% of Curated Wealth Partners's portfolio in Q2 2026, its #210 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.
  • Curated Wealth Partners's iShares Core S&P 500 ETF position peaked at $8.06M in Q4 2025.
  • 1,685 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.