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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-519	Closed	-$58.7K	–	605
2026 Q1	$58.7K	Hold	519	–	–	0.02%	119
2025 Q4	$64.9K	Hold	519	–	–	0.02%	125
2025 Q3	$62.7K	Hold	519	–	–	0.03%	115
2025 Q2	$57.1K	Buy	519 +518	+51,800%	+$51.3K	0.03%	124
2025 Q1	$52.7K	Sell	1 -518	-100%	-$52.2K	0.03%	121
2024 Q4	$52.7K	Buy	+519	New	+$51.8K	0.03%	118

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Curio Wealth's IVW Position: Q2 2026 in Review

Curio Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 519 shares — an estimated $58.7K sold.

Curio Wealth first reported a position in IVW in Q4 2024 and held it in 6 quarters. The position peaked at $64.9K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Curio Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 519 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $58.7K.
Curio Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's iShares S&P 500 Growth ETF position peaked at $64.9K in Q4 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.