Curtis Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Curtis Advisory Group’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 Q1	$581K	Hold	5,139	–	–	0.13%	80
2025 Q4	$633K	Sell	5,139 -40	-0.8%	-$4.9K	0.13%	80
2025 Q3	$625K	Hold	5,179	–	–	0.14%	70
2025 Q2	$570K	Hold	5,179	–	–	0.14%	70
2025 Q1	$481K	Sell	5,179 -16,373	-76%	-$1.65M	0.14%	69
2024 Q4	$2.19M	Buy	21,552 +645	+3%	+$64.3K	0.58%	33
2024 Q3	$2M	Buy	20,907 +652	+3%	+$60.2K	0.57%	33
2024 Q2	$1.87M	Buy	20,255 +14,212	+235%	+$1.23M	0.66%	32
2024 Q1	$510K	Sell	6,043 -2,467	-29%	-$198K	0.2%	62
2023 Q4	$639K	Hold	8,510	–	–	0.29%	48
2023 Q3	$582K	Sell	8,510 -70	-0.8%	-$4.95K	0.19%	52
2023 Q2	$605K	Hold	8,580	–	–	0.19%	50
2023 Q1	$548K	Hold	8,580	–	–	0.2%	54
2022 Q4	$502K	Buy	8,580 +3,384	+65%	+$203K	0.2%	50
2022 Q3	$301K	Hold	5,196	–	–	0.12%	70
2022 Q2	$314K	Hold	5,196	–	–	0.12%	67
2022 Q1	$397K	Buy	5,196 +300	+6%	+$22.5K	0.13%	54
2021 Q4	$410K	Hold	4,896	–	–	0.13%	58
2021 Q3	$362K	Hold	4,896	–	–	0.13%	51
2021 Q2	$356K	Hold	4,896	–	–	0.15%	51
2021 Q1	$319K	Hold	4,896	–	–	0.14%	57
2020 Q4	$312K	Hold	4,896	–	–	0.15%	50
2020 Q3	$283K	Hold	4,896	–	–	0.17%	50
2020 Q2	$254K	Hold	4,896	–	–	0.18%	47
2020 Q1	$202K	Hold	4,896	–	–	0.13%	51
2019 Q4	$237K	Buy	+4,896	New	+$227K	0.14%	49

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Curtis Advisory Group's IVW Position: Q1 2026 in Review

Curtis Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 5,139 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #80.

Curtis Advisory Group first reported a position in IVW in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.19M in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Curtis Advisory Group held 5,139 shares of iShares S&P 500 Growth ETF worth $581K as of Q1 2026.
Curtis Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.13% of Curtis Advisory Group's portfolio in Q1 2026, its #80 holding.
Curtis Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
Curtis Advisory Group's iShares S&P 500 Growth ETF position peaked at $2.19M in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.