Curran Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$551K Buy
+843
New +$576K 0.1% 83
2025
Q2
Sell
-429
Closed -$241K 122
2025
Q1
$241K Buy
+429
New +$253K 0.06% 88

Other funds holding IVV

Curran Financial Partners's IVV Position: Q1 2026 in Review

Curran Financial Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 843 shares worth $551K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings. This is a return to the name: Curran Financial Partners previously reported a position in IVV as recently as Q1 2025.

Curran Financial Partners first reported a position in IVV in Q1 2025 and has held it in 2 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Curran Financial Partners held 843 shares of iShares Core S&P 500 ETF worth $551K as of Q1 2026.
  • iShares Core S&P 500 ETF was a new Curran Financial Partners position in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.1% of Curran Financial Partners's portfolio in Q1 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 2 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.