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Curio Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Curio Wealth’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
2025
Q4 		– Sell
-28
Closed -$18.7K – 476
2025
Q3 		$18.7K Hold
28
– – 0.01% 159
2025
Q2 		$17.4K Buy
28
+27
+2,700% +$15.5K 0.01% 175
2025
Q1 		$16.5K Sell
1
-27
-96% -$15.9K 0.01% 193
2024
Q4 		$16.5K Buy
+28
New +$16.6K 0.01% 184

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Curio Wealth's IVV Position: Q4 2025 in Review

Curio Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 28 shares — an estimated $18.7K sold.

Curio Wealth first reported a position in IVV in Q4 2024 and held it in 4 quarters. The position peaked at $18.7K in Q3 2025. 4,010 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Curio Wealth reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Curio Wealth sold 28 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $18.7K.
  • Curio Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 4 quarters.
  • Curio Wealth's iShares Core S&P 500 ETF position peaked at $18.7K in Q3 2025.
  • 4,010 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Curio Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.