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	$335K	Hold	2,435	–	–	0.04%	153
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Curated Wealth Partners held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,435 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #153.

Curated Wealth Partners first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.02M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Curated Wealth Partners held 2,435 shares of iShares S&P 500 Growth ETF worth $335K as of Q2 2026.
Curated Wealth Partners left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #153 holding.
Curated Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's iShares S&P 500 Growth ETF position peaked at $2.02M in Q1 2022.
2,131 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.