Curbstone Financial Management Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Curbstone Financial Management Corp’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
2026 Q2	$2.71M	Sell	3,614 -362	-9%	-$264K	0.46%	49
2026 Q1	$2.6M	Buy	3,976 +142	+4%	+$97K	0.5%	49
2025 Q4	$2.63M	Buy	3,834 +2	+0.1%	+$1.36K	0.5%	47
2025 Q3	$2.56M	Buy	3,832 +20	+0.5%	+$12.9K	0.49%	48
2025 Q2	$2.37M	Sell	3,812 -650	-15%	-$373K	0.49%	54
2025 Q1	$2.51M	Sell	4,462 -900	-17%	-$531K	0.53%	49
2024 Q4	$3.16M	Buy	5,362 +100	+2%	+$59.2K	0.67%	38
2024 Q3	$3.04M	Buy	5,262 +100	+2%	+$55.6K	0.65%	41
2024 Q2	$2.82M	Buy	5,162 +750	+17%	+$394K	0.61%	41
2024 Q1	$2.32M	Buy	4,412 +2,820	+177%	+$1.41M	0.5%	53
2023 Q4	$760K	Buy	1,592 +400	+34%	+$179K	0.17%	120
2023 Q3	$512K	Buy	+1,192	New	+$533K	0.13%	150

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Curbstone Financial Management Corp's IVV Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q2 2026, selling an estimated $264K and leaving 3,614 shares worth $2.71M. The position accounts for 0.46% of the portfolio, ranked #49.

Curbstone Financial Management Corp first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.16M in Q4 2024. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Curbstone Financial Management Corp held 3,614 shares of iShares Core S&P 500 ETF worth $2.71M as of Q2 2026.
Curbstone Financial Management Corp sold 362 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $264K.
iShares Core S&P 500 ETF made up 0.46% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #49 holding.
Curbstone Financial Management Corp first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Curbstone Financial Management Corp's iShares Core S&P 500 ETF position peaked at $3.16M in Q4 2024.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.