Curtis Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Curtis Wealth Management's IVV Position: Q2 2026 in Review
Curtis Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 75% in Q2 2026, buying an estimated $4.62M and bringing the position to 14,742 shares worth $11M. The position accounts for 9.36% of the portfolio, ranked #1.
Curtis Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Curtis Wealth Management held 14,742 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
- Curtis Wealth Management bought 6,339 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.62M.
- iShares Core S&P 500 ETF made up 9.36% of Curtis Wealth Management's portfolio in Q2 2026, its #1 holding.
- Curtis Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.