Curry Webb Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Curry Webb Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40.8M	Hold	54,448	–	–	16.89%	1
2026 Q2	$40.8M	Buy	54,448 +941	+2%	+$685K	16.89%	1
2026 Q1	$35M	Buy	53,507 +25,616	+92%	+$17.5M	16.52%	1
2025 Q4	$19.1M	Buy	+27,891	New	+$18.9M	9.48%	2

Other funds holding IVV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Curry Webb Wealth Management's IVV Position: Q3 2026 in Review

Curry Webb Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 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 4 quarters since. 3,741 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Curry Webb Wealth Management held 54,448 shares of iShares Core S&P 500 ETF worth $40.8M as of Q3 2026.
Curry Webb Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 16.89% of Curry Webb Wealth Management's portfolio in Q3 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 4 quarters since.
3,741 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.