Curtis Wealth Management »

iShares S&P 500 Index shares owned by Curtis Wealth Management

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

Historical chart of Curtis 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 Curtis 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 Curtis Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 8.4k 653.23

More positions owned by Curtis Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Curtis 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