Curi RMB Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.14M | Sell |
18,893
-643
| -3% | -$77.3K | 0.04% | 322 |
|
|
2025
Q4 | $2.41M | Buy |
19,536
+66
| +0.3% | +$8.08K | 0.04% | 308 |
|
|
2025
Q3 | $2.35M | Buy |
19,470
+417
| +2% | +$48K | 0.04% | 308 |
|
|
2025
Q2 | $2.1M | Buy |
19,053
+13,732
| +258% | +$1.36M | 0.04% | 323 |
|
|
2025
Q1 | $494K | Sell |
5,321
-49,692
| -90% | -$5.01M | 0.01% | 388 |
|
|
2024
Q4 | $5.59M | Sell |
55,013
-3,365
| -6% | -$336K | 0.13% | 180 |
|
|
2024
Q3 | $5.59M | Sell |
58,378
-347
| -0.6% | -$32K | 0.13% | 179 |
|
|
2024
Q2 | $5.43M | Sell |
58,725
-3,194
| -5% | -$275K | 0.13% | 176 |
|
|
2024
Q1 | $5.23M | Buy |
61,919
+1,428
| +2% | +$115K | 0.12% | 181 |
|
|
2023
Q4 | $4.54M | Sell |
60,491
-802
| -1% | -$57.1K | 0.14% | 168 |
|
|
2023
Q3 | $4.19M | Buy |
61,293
+1,355
| +2% | +$95.9K | 0.14% | 152 |
|
|
2023
Q2 | $4.22M | Buy |
59,938
+7,730
| +15% | +$511K | 0.14% | 153 |
|
|
2023
Q1 | $3.34M | Sell |
52,208
-5,351
| -9% | -$327K | 0.12% | 168 |
|
|
2022
Q4 | $3.37M | Sell |
57,559
-2,666
| -4% | -$160K | 0.12% | 168 |
|
|
2022
Q3 | $3.48M | Buy |
60,225
+641
| +1% | +$41.6K | 0.13% | 167 |
|
|
2022
Q2 | $3.6M | Sell |
59,584
-706
| -1% | -$46.7K | 0.12% | 167 |
|
|
2022
Q1 | $4.61M | Sell |
60,290
-498
| -0.8% | -$37.4K | 0.15% | 140 |
|
|
2021
Q4 | $5.09M | Sell |
60,788
-112
| -0.2% | -$9.02K | 0.15% | 137 |
|
|
2021
Q3 | $4.5M | Hold |
60,900
| – | – | 0.15% | 141 |
|
|
2021
Q2 | $4.43M | Sell |
60,900
-700
| -1% | -$48.5K | 0.15% | 142 |
|
|
2021
Q1 | $4.01M | Buy |
61,600
+12
| +0% | +$776 | 0.15% | 143 |
|
|
2020
Q4 | $3.93M | Sell |
61,588
-736
| -1% | -$44.6K | 0.14% | 148 |
|
|
2020
Q3 | $3.6M | Hold |
62,324
| – | – | 0.16% | 137 |
|
|
2020
Q2 | $3.23M | Hold |
62,324
| – | – | 0.14% | 151 |
|
|
2020
Q1 | $2.57M | Sell |
62,324
-600
| -1% | -$28.4K | 0.12% | 172 |
|
|
2019
Q4 | $3.05M | Sell |
62,924
-632
| -1% | -$29.3K | 0.08% | 215 |
|
|
2019
Q3 | $2.86M | Buy |
63,556
+716
| +1% | +$32.4K | 0.08% | 245 |
|
|
2019
Q2 | $2.82M | Buy |
62,840
+444
| +0.7% | +$19.5K | 0.07% | 265 |
|
|
2019
Q1 | $2.69M | Sell |
62,396
-7,332
| -11% | -$300K | 0.07% | 285 |
|
|
2018
Q4 | $2.63M | Buy |
69,728
+672
| +1% | +$27.2K | 0.07% | 291 |
|
|
2018
Q3 | $3.06M | Buy |
69,056
+15,760
| +30% | +$677K | 0.07% | 287 |
|
|
2018
Q2 | $2.17M | Hold |
53,296
| – | – | 0.05% | 362 |
|
|
2018
Q1 | $2.07M | Hold |
53,296
| – | – | 0.05% | 379 |
|
|
2017
Q4 | $2.04M | Buy |
53,296
+1,024
| +2% | +$38.3K | 0.05% | 376 |
|
|
2017
Q3 | $1.87M | Buy |
52,272
+520
| +1% | +$18.3K | 0.05% | 365 |
|
|
2017
Q2 | $1.77M | Hold |
51,752
| – | – | 0.05% | 383 |
|
|
2017
Q1 | $1.7M | Hold |
51,752
| – | – | 0.07% | 244 |
|
|
2016
Q4 | $1.58M | Hold |
51,752
| – | – | 0.08% | 200 |
|
|
2016
Q3 | $1.57M | Hold |
51,752
| – | – | 0.09% | 208 |
|
|
2016
Q2 | $1.51M | Hold |
51,752
| – | – | 0.08% | 198 |
|
|
2016
Q1 | $1.5M | Sell |
51,752
-1,268
| -2% | -$34.9K | 0.1% | 195 |
|
|
2015
Q4 | $1.53M | Sell |
53,020
-620
| -1% | -$18K | 0.07% | 208 |
|
|
2015
Q3 | $1.45M | Sell |
53,640
-76
| -0.1% | -$2.16K | 0.1% | 220 |
|
|
2015
Q2 | $1.53M | Hold |
53,716
| – | – | 0.1% | 202 |
|
|
2015
Q1 | $1.53M | Hold |
53,716
| – | – | 0.09% | 221 |
|
|
2014
Q4 | $1.5M | Hold |
53,716
| – | – | 0.09% | 225 |
|
|
2014
Q3 | $1.43M | Sell |
53,716
-80
| -0.1% | -$2.13K | 0.09% | 242 |
|
|
2014
Q2 | $1.42M | Hold |
53,796
| – | – | 0.09% | 221 |
|
|
2014
Q1 | $1.34M | Buy |
+53,796
| New | +$1.33M | 0.09% | 208 |
|
Other funds holding IVW
Curi RMB Capital's IVW Position: Q1 2026 in Review
Curi RMB Capital reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.3% in Q1 2026, selling an estimated $77.3K and leaving 18,893 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #322.
Curi RMB Capital first reported a position in IVW in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.59M in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Curi RMB Capital held 18,893 shares of iShares S&P 500 Growth ETF worth $2.14M as of Q1 2026.
- Curi RMB Capital sold 643 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $77.3K.
- iShares S&P 500 Growth ETF made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #322 holding.
- Curi RMB Capital first reported a position in iShares S&P 500 Growth ETF in Q1 2014 and has held it in 49 quarters since.
- Curi RMB Capital's iShares S&P 500 Growth ETF position peaked at $5.59M in Q3 2024.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.