Curated Wealth Partners 13F: Cuts IVV Stake by $293M

Curated Wealth Partners made a large reduction in its holdings of the iShares Core S&P 500 ETF (NYSEArca: IVV), according to a Form 13F filed with the Securities and Exchange Commission on October 15, 2026. Institutional investors like money managers file these quarterly reports to let the public know what stocks they own, though the data only looks backward at the end of the reporting period and might not match what the fund holds today.

What Changed in Curated Wealth Partners's iShares Core S&P 500 ETF Position

During the period, Curated Wealth Partners sold off 382,583 shares of the exchange-traded fund. That chopped its stake by 96.5%, leaving the firm with just 13,857 shares. The remaining holding was valued at approximately $10.6 million when the filing was made.

iShares Core S&P 500 ETF Stock Down 1.3%

Shares of the fund recently traded around $765.17 as of October 16, 2026. The stock sits about 2.5% below its 52-week high of $785.03 and well above its 52-week low of $632.14. It is also trading below its 50-day moving average while remaining above its 200-day moving average. The fund carries a price-to-earnings ratio of 24.23 and offers a dividend yield of 1.1%.

Dividend

The fund distributes an annual dividend yield of 1.1% to investors, offering regular income derived from the underlying large-cap equities in the index.

About iShares Core S&P 500 ETF

The fund aims to track the investment results of the S&P 500 index. That index measures the performance of large-capitalization companies across the United States equity market. Large institutional shifts in this popular fund can offer a look at how professional managers adjust their exposure to major U.S. stocks.

Bottom Line

Keep in mind that 13F filings are backward-looking documents that reveal past trades rather than current positions. Investors tracking Curated Wealth Partners should watch for future SEC filings to see how the firm adjusts its portfolio next.