Curi RMB Capital’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.6M | Sell |
33,203
-907
| -3% | -$359K | 0.21% | 133 |
|
|
2026
Q1 | $12.2M | Sell |
34,110
-816
| -2% | -$304K | 0.22% | 116 |
|
|
2025
Q4 | $13M | Buy |
34,926
+63
| +0.2% | +$23.3K | 0.23% | 111 |
|
|
2025
Q3 | $12.7M | Sell |
34,863
-32,280
| -48% | -$11.4M | 0.23% | 116 |
|
|
2025
Q2 | $22.8M | Buy |
67,143
+28,598
| +74% | +$8.98M | 0.43% | 55 |
|
|
2025
Q1 | $11.8M | Sell |
38,545
-6,931
| -15% | -$2.24M | 0.29% | 103 |
|
|
2024
Q4 | $14.7M | Sell |
45,476
-7,512
| -14% | -$2.43M | 0.34% | 91 |
|
|
2024
Q3 | $16.7M | Sell |
52,988
-865
| -2% | -$262K | 0.38% | 77 |
|
|
2024
Q2 | $16M | Sell |
53,853
-156
| -0.3% | -$44.8K | 0.38% | 74 |
|
|
2024
Q1 | $15.6M | Buy |
54,009
+7,407
| +16% | +$2.03M | 0.36% | 84 |
|
|
2023
Q4 | $12.2M | Buy |
46,602
+333
| +0.7% | +$81.5K | 0.37% | 83 |
|
|
2023
Q3 | $10.9M | Sell |
46,269
-3,317
| -7% | -$812K | 0.37% | 81 |
|
|
2023
Q2 | $12.1M | Buy |
49,586
+2,914
| +6% | +$671K | 0.4% | 77 |
|
|
2023
Q1 | $10.5M | Sell |
46,672
-151
| -0.3% | -$33.2K | 0.37% | 85 |
|
|
2022
Q4 | $9.86M | Sell |
46,823
-434
| -0.9% | -$91.9K | 0.35% | 91 |
|
|
2022
Q3 | $9.32M | Hold |
47,257
| – | – | 0.35% | 87 |
|
|
2022
Q2 | $9.82M | Buy |
47,257
+5,842
| +14% | +$1.32M | 0.34% | 87 |
|
|
2022
Q1 | $10.4M | Sell |
41,415
-410
| -1% | -$101K | 0.33% | 85 |
|
|
2021
Q4 | $11.1M | Sell |
41,825
-478
| -1% | -$123K | 0.33% | 85 |
|
|
2021
Q3 | $10.2M | Sell |
42,303
-1,835
| -4% | -$456K | 0.34% | 88 |
|
|
2021
Q2 | $10.7M | Sell |
44,138
-219
| -0.5% | -$51.6K | 0.36% | 83 |
|
|
2021
Q1 | $9.93M | Sell |
44,357
-1,240
| -3% | -$271K | 0.37% | 83 |
|
|
2020
Q4 | $9.66M | Hold |
45,597
| – | – | 0.35% | 77 |
|
|
2020
Q3 | $8.53M | Sell |
45,597
-790
| -2% | -$146K | 0.37% | 73 |
|
|
2020
Q2 | $7.96M | Buy |
46,387
+525
| +1% | +$84.9K | 0.35% | 77 |
|
|
2020
Q1 | $6.49M | Sell |
45,862
-32,177
| -41% | -$5.44M | 0.31% | 88 |
|
|
2019
Q4 | $13.9M | Sell |
78,039
-980
| -1% | -$167K | 0.39% | 66 |
|
|
2019
Q3 | $13M | Buy |
79,019
+33,906
| +75% | +$5.56M | 0.34% | 82 |
|
|
2019
Q2 | $7.34M | Sell |
45,113
-3,793
| -8% | -$607K | 0.19% | 131 |
|
|
2019
Q1 | $7.69M | Buy |
48,906
+37,247
| +319% | +$5.63M | 0.19% | 138 |
|
|
2018
Q4 | $1.62M | Sell |
11,659
-1,539
| -12% | -$230K | 0.04% | 395 |
|
|
2018
Q3 | $2.13M | Buy |
13,198
+2,218
| +20% | +$352K | 0.05% | 372 |
|
|
2018
Q2 | $1.67M | Hold |
10,980
| – | – | 0.04% | 418 |
|
|
2018
Q1 | $1.61M | Buy |
10,980
+1,975
| +22% | +$300K | 0.04% | 428 |
|
|
2017
Q4 | $1.34M | Buy |
+9,005
| New | +$1.3M | 0.03% | 434 |
|
Other funds holding IWB
Curi RMB Capital's IWB Position: Q2 2026 in Review
Curi RMB Capital reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $359K and leaving 33,203 shares worth $13.6M. The position accounts for 0.21% of the portfolio, ranked #133.
Curi RMB Capital first reported a position in IWB in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.8M in Q2 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Curi RMB Capital held 33,203 shares of iShares Russell 1000 ETF worth $13.6M as of Q2 2026.
- Curi RMB Capital sold 907 iShares Russell 1000 ETF shares in Q2 2026, an estimated $359K.
- iShares Russell 1000 ETF made up 0.21% of Curi RMB Capital's portfolio in Q2 2026, its #133 holding.
- Curi RMB Capital first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 35 quarters since.
- Curi RMB Capital's iShares Russell 1000 ETF position peaked at $22.8M in Q2 2025.
- 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.