Curtis Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Curtis Wealth Management's IVW Position: Q2 2026 in Review
Curtis Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q2 2026, selling an estimated $205K and leaving 64,754 shares worth $8.91M. The position accounts for 7.55% of the portfolio, ranked #2.
Curtis Wealth Management first reported a position in IVW in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Curtis Wealth Management held 64,754 shares of iShares S&P 500 Growth ETF worth $8.91M as of Q2 2026.
- Curtis Wealth Management sold 1,549 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $205K.
- iShares S&P 500 Growth ETF made up 7.55% of Curtis Wealth Management's portfolio in Q2 2026, its #2 holding.
- Curtis Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
- 2,125 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.