Curran Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Curran Financial Partners's IVV Position: Q2 2026 in Review
Curran Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $42.2K and bringing the position to 901 shares worth $675K. The position accounts for 0.1% of the portfolio, ranked #83.
Curran Financial Partners first reported a position in IVV in Q1 2025 and has held it in 3 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Curran Financial Partners held 901 shares of iShares Core S&P 500 ETF worth $675K as of Q2 2026.
- Curran Financial Partners bought 58 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $42.2K.
- iShares Core S&P 500 ETF made up 0.1% of Curran Financial Partners's portfolio in Q2 2026, its #83 holding.
- Curran Financial Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 3 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.