Curry Webb Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Curry Webb Wealth Management's IVV Position: Q2 2026 in Review
Curry Webb Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, buying an estimated $685K and bringing the position to 54,448 shares worth $40.8M. The position accounts for 16.89% of the portfolio, ranked #1.
Curry Webb Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,122 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Curry Webb Wealth Management held 54,448 shares of iShares Core S&P 500 ETF worth $40.8M as of Q2 2026.
- Curry Webb Wealth Management bought 941 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $685K.
- iShares Core S&P 500 ETF made up 16.89% of Curry Webb Wealth Management's portfolio in Q2 2026, its #1 holding.
- Curry Webb Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,122 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.