Curated Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Curated Wealth Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,435	Closed	-$275K	–	868
2026 Q1	$275K	Sell	2,435 -2,190	-47%	-$263K	0.03%	172
2025 Q4	$570K	Hold	4,625	–	–	0.06%	107
2025 Q3	$558K	Hold	4,625	–	–	0.07%	86
2025 Q2	$509K	Sell	4,625 -2,830	-38%	-$280K	0.06%	93
2025 Q1	$692K	Hold	7,455	–	–	0.09%	73
2024 Q4	$757K	Sell	7,455 -510	-6%	-$50.9K	0.09%	65
2024 Q3	$763K	Hold	7,965	–	–	0.1%	64
2024 Q2	$737K	Buy	+7,965	New	+$687K	0.1%	62
2024 Q1	–	Sell	-10,820	Closed	-$869K	–	205
2023 Q4	$813K	Hold	10,820	–	–	0.13%	58
2023 Q3	$740K	Sell	10,820 -4,580	-30%	-$324K	0.13%	56
2023 Q2	$1.09M	Hold	15,400	–	–	0.21%	33
2023 Q1	$984K	Sell	15,400 -200	-1%	-$12.2K	0.22%	35
2022 Q4	$913K	Hold	15,600	–	–	0.22%	39
2022 Q3	$903K	Hold	15,600	–	–	0.27%	33
2022 Q2	$941K	Sell	15,600 -8,500	-35%	-$563K	0.28%	32
2022 Q1	$2.02M	Hold	24,100	–	–	0.68%	13
2021 Q4	$2.02M	Hold	24,100	–	–	0.65%	14
2021 Q3	$1.78M	Hold	24,100	–	–	0.99%	15
2021 Q2	$1.75M	Sell	24,100 -2,600	-10%	-$180K	0.95%	15
2021 Q1	$1.74M	Hold	26,700	–	–	1.07%	17
2020 Q4	$1.7M	Buy	+26,700	New	+$1.62M	1.1%	16

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

Curated Wealth Partners sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 2,435 shares — an estimated $275K sold.

Curated Wealth Partners first reported a position in IVW in Q4 2020 and held it in 21 quarters. The position peaked at $2.02M in Q1 2022. 857 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Curated Wealth Partners reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 2,435 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $275K.
Curated Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 21 quarters.
Curated Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.02M in Q1 2022.
857 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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