IA
CW icon

IFG Advisory’s Curtiss-Wright CW Stock Holding History

IFG Advisory’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
Q2 		$596K Buy
+786
New +$576K 0.02% 556
2026
Q1 		– Sell
-785
Closed -$433K – 436
2025
Q4 		$433K Buy
785
+61
+8% +$34K 0.02% 540
2025
Q3 		$393K Sell
724
-35
-5% -$17.2K 0.02% 558
2025
Q2 		$371K Hold
759
– – 0.02% 543
2025
Q1 		$241K Buy
759
+135
+22% +$45.6K 0.01% 614
2024
Q4 		$221K Buy
+624
New +$225K 0.01% 618

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IFG Advisory's CW Position: Q2 2026 in Review

IFG Advisory opened a new position in Curtiss-Wright (CW) in Q2 2026: 786 shares worth $596K. The stake represents 0.02% of the portfolio and ranks #556 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CW as recently as Q4 2025.

IFG Advisory first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • IFG Advisory held 786 shares of Curtiss-Wright worth $596K as of Q2 2026.
  • Curtiss-Wright was a new IFG Advisory position in Q2 2026.
  • Curtiss-Wright made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #556 holding.
  • IFG Advisory first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.