Curtis Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Curtis Wealth Management's IVE Position: Q2 2026 in Review
Curtis Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 22% in Q2 2026, selling an estimated $772K and leaving 12,360 shares worth $2.81M. The position accounts for 2.38% of the portfolio, ranked #16.
Curtis Wealth Management first reported a position in IVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.64M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Curtis Wealth Management held 12,360 shares of iShares S&P 500 Value ETF worth $2.81M as of Q2 2026.
- Curtis Wealth Management sold 3,456 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $772K.
- iShares S&P 500 Value ETF made up 2.38% of Curtis Wealth Management's portfolio in Q2 2026, its #16 holding.
- Curtis Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
- Curtis Wealth Management's iShares S&P 500 Value ETF position peaked at $3.64M in Q4 2025.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.