CWP
IVW icon

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
2024
Q2 		– Sell
-7,965
Closed -$673K – 201
2024
Q1 		$673K Buy
+7,965
New +$640K 0.1% 68

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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. 870 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.
  • 870 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.