Curated Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
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.