Curi RMB Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $998K | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $970K | Buy |
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|
2023
Q2 | $992K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $993K | Buy |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $789K | Sell |
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|
2020
Q3 | $688K | Buy |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $850K | Buy |
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|
2019
Q3 | $525K | Hold |
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|
2019
Q2 | $521K | Sell |
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|
2019
Q1 | $723K | Sell |
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|
2018
Q4 | $661K | Sell |
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|
2018
Q3 | $760K | Buy |
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|
2018
Q2 | $467K | Buy |
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|
2018
Q1 | $437K | Sell |
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|
2017
Q4 | $473K | Buy |
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|
2017
Q3 | $449K | Buy |
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|
2017
Q2 | $391K | Buy |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $269K | Buy |
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|
2015
Q1 | $210K | Hold |
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|
2014
Q4 | $212K | Sell |
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|
2014
Q3 | $212K | Buy |
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