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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	8,151 -915	-10%	-$121K	0.46%	35
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Curry Webb Wealth Management's IVW Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q2 2026, selling an estimated $121K and leaving 8,151 shares worth $1.12M. The position accounts for 0.46% of the portfolio, ranked #35.

Curry Webb Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Curry Webb Wealth Management held 8,151 shares of iShares S&P 500 Growth ETF worth $1.12M as of Q2 2026.
Curry Webb Wealth Management sold 915 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $121K.
iShares S&P 500 Growth ETF made up 0.46% of Curry Webb Wealth Management's portfolio in Q2 2026, its #35 holding.
Curry Webb Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Curry Webb Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.23M in Q4 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.