IAA
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Independent Advisor Alliance’s Curtiss-Wright CW Stock Holding History

Independent Advisor Alliance’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 		$685K Buy
904
+26
+3% +$19.1K 0.02% 570
2026
Q1 		$598K Sell
878
-34
-4% -$22.6K 0.01% 1038
2025
Q4 		$503K Buy
912
+3
+0.3% +$1.67K 0.01% 647
2025
Q3 		$494K Buy
909
+14
+2% +$6.9K 0.01% 626
2025
Q2 		$437K Sell
895
-16
-2% -$6.32K 0.01% 622
2025
Q1 		$289K Sell
911
-23
-2% -$7.76K 0.01% 663
2024
Q4 		$331K Buy
934
+112
+14% +$40.3K ﹤0.01% 1095
2024
Q3 		$270K Sell
822
-365
-31% -$108K 0.01% 594
2024
Q2 		$322K Buy
1,187
+36
+3% +$9.62K 0.01% 558
2024
Q1 		$295K Buy
+1,151
New +$268K 0.01% 575

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

Independent Advisor Alliance's CW Position: Q2 2026 in Review

Independent Advisor Alliance increased its Curtiss-Wright (CW) stake by 3% in Q2 2026, buying an estimated $19.1K and bringing the position to 904 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #570.

Independent Advisor Alliance first reported a position in CW in Q1 2024 and has held it in 10 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Independent Advisor Alliance held 904 shares of Curtiss-Wright worth $685K as of Q2 2026.
  • Independent Advisor Alliance bought 26 Curtiss-Wright shares in Q2 2026, an estimated $19.1K.
  • Curtiss-Wright made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #570 holding.
  • Independent Advisor Alliance first reported a position in Curtiss-Wright in Q1 2024 and has held it in 10 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.