CW
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Curio Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Curio Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$57.1K Buy
519
+518
+51,800% +$57K 0.03% 124
2025
Q1 		$52.7K Sell
1
-518
-100% -$27.3M 0.03% 121
2024
Q4 		$52.7K Buy
+519
New +$52.7K 0.03% 118