Curry Webb Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Curry Webb Wealth Management's IVV Position: Q1 2026 in Review
Curry Webb Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 92% in Q1 2026, buying an estimated $17.5M and bringing the position to 53,507 shares worth $35M. The position accounts for 16.52% of the portfolio, ranked #1.
Curry Webb Wealth Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,989 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Curry Webb Wealth Management held 53,507 shares of iShares Core S&P 500 ETF worth $35M as of Q1 2026.
- Curry Webb Wealth Management bought 25,616 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $17.5M.
- iShares Core S&P 500 ETF made up 16.52% of Curry Webb Wealth Management's portfolio in Q1 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 2 quarters since.
- 3,989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.