Curry Webb Wealth Management »

iShares S&P 500 Index shares owned by Curry Webb Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Curry Webb Wealth Management from 13F filings

Historical chart of Curry Webb Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Curry Webb Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Curry Webb Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $35M 54k 653.21
2025-12-31 $19M 28k 684.95

More positions owned by Curry Webb Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Invesco Actively Managed Exc Total Return (GTO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)

View all positions for Curry Webb Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index