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IAG Wealth Partners’s Curtiss-Wright CW Stock Holding History

IAG Wealth Partners’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.6K Hold
20
– – ﹤0.01% 349
2025
Q4 		$11K Hold
20
– – ﹤0.01% 352
2025
Q3 		$10.9K Hold
20
– – ﹤0.01% 366
2025
Q2 		$9.77K Hold
20
– – ﹤0.01% 342
2025
Q1 		$6.35K Hold
20
– – ﹤0.01% 385
2024
Q4 		$7.1K Hold
20
– – ﹤0.01% 385
2024
Q3 		$6.57K Hold
20
– – ﹤0.01% 385
2024
Q2 		$5.42K Buy
+20
New +$5.35K ﹤0.01% 394

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IAG Wealth Partners's CW Position: Q1 2026 in Review

IAG Wealth Partners held its Curtiss-Wright (CW) position steady in Q1 2026 at 20 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

IAG Wealth Partners first reported a position in CW in Q2 2024 and has held it in 8 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • IAG Wealth Partners held 20 shares of Curtiss-Wright worth $13.6K as of Q1 2026.
  • IAG Wealth Partners left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #349 holding.
  • IAG Wealth Partners first reported a position in Curtiss-Wright in Q2 2024 and has held it in 8 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.