Curi RMB Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Curi RMB Capital’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.8M	Buy	67,143 +28,598	+74%	+$9.71M	0.43%	55
2025 Q1	$11.8M	Sell	38,545 -6,931	-15%	-$2.13M	0.29%	103
2024 Q4	$14.7M	Sell	45,476 -7,512	-14%	-$2.42M	0.34%	91
2024 Q3	$16.7M	Sell	52,988 -865	-2%	-$272K	0.38%	77
2024 Q2	$16M	Sell	53,853 -156	-0.3%	-$46.4K	0.38%	74
2024 Q1	$15.6M	Buy	54,009 +7,407	+16%	+$2.13M	0.36%	84
2023 Q4	$12.2M	Buy	46,602 +333	+0.7%	+$87.3K	0.37%	83
2023 Q3	$10.9M	Sell	46,269 -3,317	-7%	-$779K	0.37%	81
2023 Q2	$12.1M	Buy	49,586 +2,914	+6%	+$710K	0.4%	77
2023 Q1	$10.5M	Sell	46,672 -151	-0.3%	-$34K	0.37%	85
2022 Q4	$9.86M	Sell	46,823 -434	-0.9%	-$91.4K	0.35%	91
2022 Q3	$9.33M	Hold	47,257	–	–	0.35%	87
2022 Q2	$9.82M	Buy	47,257 +5,842	+14%	+$1.21M	0.34%	87
2022 Q1	$10.4M	Sell	41,415 -410	-1%	-$103K	0.33%	85
2021 Q4	$11.1M	Sell	41,825 -478	-1%	-$126K	0.33%	85
2021 Q3	$10.2M	Sell	42,303 -1,835	-4%	-$444K	0.34%	88
2021 Q2	$10.7M	Sell	44,138 -219	-0.5%	-$53K	0.36%	83
2021 Q1	$9.93M	Sell	44,357 -1,240	-3%	-$278K	0.37%	83
2020 Q4	$9.66M	Hold	45,597	–	–	0.35%	77
2020 Q3	$8.53M	Sell	45,597 -790	-2%	-$148K	0.37%	73
2020 Q2	$7.96M	Buy	46,387 +525	+1%	+$90.1K	0.35%	75
2020 Q1	$6.49M	Sell	45,862 -32,177	-41%	-$4.55M	0.31%	83
2019 Q4	$13.9M	Sell	78,039 -980	-1%	-$175K	0.39%	57
2019 Q3	$13M	Buy	79,019 +33,906	+75%	+$5.58M	0.34%	69
2019 Q2	$7.34M	Sell	45,113 -3,793	-8%	-$617K	0.19%	108
2019 Q1	$7.69M	Buy	48,906 +37,247	+319%	+$5.86M	0.19%	112
2018 Q4	$1.62M	Sell	11,659 -1,539	-12%	-$213K	0.04%	366
2018 Q3	$2.13M	Buy	13,198 +2,218	+20%	+$359K	0.05%	343
2018 Q2	$1.67M	Hold	10,980	–	–	0.04%	392
2018 Q1	$1.61M	Buy	10,980 +1,975	+22%	+$290K	0.04%	400
2017 Q4	$1.34M	Buy	+9,005	New	+$1.34M	0.03%	410