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 Q3	$1.12M	Hold	8,151	–	–	0.46%	35
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

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

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

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Curry Webb Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 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 4 quarters since. The position peaked at $1.23M in Q4 2025. 1,957 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Curry Webb Wealth Management held 8,151 shares of iShares S&P 500 Growth ETF worth $1.12M as of Q3 2026.
Curry Webb Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.46% of Curry Webb Wealth Management's portfolio in Q3 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 4 quarters since.
Curry Webb Wealth Management's iShares S&P 500 Growth ETF position peaked at $1.23M in Q4 2025.
1,957 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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