Curi Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-1,000	Closed	-$60K	–	444
2022 Q2	$60K	Hold	1,000	–	–	0.01%	214
2022 Q1	$76K	Buy	+1,000	New	+$75.1K	0.01%	180

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Curi Wealth Management's IVW Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2022, closing a stake of 1,000 shares — an estimated $60K sold.

Curi Wealth Management first reported a position in IVW in Q1 2022 and held it in 2 quarters. The position peaked at $76K in Q1 2022. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Curi Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,000 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $60K.
Curi Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's iShares S&P 500 Growth ETF position peaked at $76K in Q1 2022.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.