Curry Webb Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.03M Sell
9,066
-919
-9% -$111K 0.48% 38
2025
Q4
$1.23M Buy
+9,985
New +$1.22M 0.61% 35

Other funds holding IVW

Curry Webb Wealth Management's IVW Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 9.2% in Q1 2026, selling an estimated $111K and leaving 9,066 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #38.

Curry Webb Wealth Management first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2025. 2,046 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Curry Webb Wealth Management held 9,066 shares of iShares S&P 500 Growth ETF worth $1.03M as of Q1 2026.
  • Curry Webb Wealth Management sold 919 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $111K.
  • iShares S&P 500 Growth ETF made up 0.48% of Curry Webb Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Curry Webb Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.23M in Q4 2025.
  • 2,046 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.