Curi RMB Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
34,856
-26,057
| -43% | -$11.1M | 0.28% | 100 |
|
|
2025
Q1 | $22M | Buy |
60,913
+30,633
| +101% | +$11.1M | 0.54% | 45 |
|
|
2024
Q4 | $12.2M | Sell |
30,280
-2,674
| -8% | -$1.07M | 0.28% | 117 |
|
|
2024
Q3 | $12.4M | Sell |
32,954
-2,087
| -6% | -$783K | 0.28% | 111 |
|
|
2024
Q2 | $12.8M | Sell |
35,041
-3,446
| -9% | -$1.26M | 0.31% | 98 |
|
|
2024
Q1 | $13M | Sell |
38,487
-78
| -0.2% | -$26.3K | 0.3% | 103 |
|
|
2023
Q4 | $11.7M | Buy |
38,565
+503
| +1% | +$152K | 0.36% | 86 |
|
|
2023
Q3 | $10.1M | Sell |
38,062
-2,680
| -7% | -$713K | 0.35% | 89 |
|
|
2023
Q2 | $11.2M | Sell |
40,742
-1,361
| -3% | -$375K | 0.37% | 82 |
|
|
2023
Q1 | $10.3M | Sell |
42,103
-59,502
| -59% | -$14.5M | 0.36% | 88 |
|
|
2022
Q4 | $21.8M | Buy |
101,605
+66,826
| +192% | +$14.3M | 0.77% | 36 |
|
|
2022
Q3 | $7.32M | Sell |
34,779
-13,287
| -28% | -$2.8M | 0.27% | 109 |
|
|
2022
Q2 | $10.5M | Buy |
48,066
+11,683
| +32% | +$2.56M | 0.36% | 83 |
|
|
2022
Q1 | $10.1M | Buy |
36,383
+1,769
| +5% | +$491K | 0.32% | 86 |
|
|
2021
Q4 | $10.6M | Buy |
34,614
+1,569
| +5% | +$479K | 0.32% | 87 |
|
|
2021
Q3 | $9.06M | Buy |
33,045
+981
| +3% | +$269K | 0.3% | 92 |
|
|
2021
Q2 | $8.71M | Sell |
32,064
-746
| -2% | -$203K | 0.29% | 94 |
|
|
2021
Q1 | $7.97M | Sell |
32,810
-100
| -0.3% | -$24.3K | 0.29% | 95 |
|
|
2020
Q4 | $7.94M | Sell |
32,910
-4,929
| -13% | -$1.19M | 0.29% | 91 |
|
|
2020
Q3 | $8.21M | Buy |
37,839
+3,336
| +10% | +$724K | 0.36% | 75 |
|
|
2020
Q2 | $6.62M | Sell |
34,503
-3,615
| -9% | -$694K | 0.29% | 84 |
|
|
2020
Q1 | $5.74M | Buy |
38,118
+300
| +0.8% | +$45.2K | 0.27% | 91 |
|
|
2019
Q4 | $6.65M | Buy |
37,818
+1,014
| +3% | +$178K | 0.18% | 120 |
|
|
2019
Q3 | $5.88M | Sell |
36,804
-301
| -0.8% | -$48K | 0.15% | 132 |
|
|
2019
Q2 | $5.84M | Sell |
37,105
-869
| -2% | -$137K | 0.15% | 134 |
|
|
2019
Q1 | $5.75M | Sell |
37,974
-224
| -0.6% | -$33.9K | 0.15% | 144 |
|
|
2018
Q4 | $5M | Sell |
38,198
-3,197
| -8% | -$418K | 0.13% | 160 |
|
|
2018
Q3 | $6.46M | Buy |
41,395
+2,030
| +5% | +$317K | 0.16% | 145 |
|
|
2018
Q2 | $5.66M | Sell |
39,365
-498
| -1% | -$71.6K | 0.13% | 164 |
|
|
2018
Q1 | $5.43M | Buy |
39,863
+17,504
| +78% | +$2.38M | 0.14% | 178 |
|
|
2017
Q4 | $3.01M | Buy |
22,359
+17,400
| +351% | +$2.34M | 0.08% | 290 |
|
|
2017
Q3 | $620K | Buy |
4,959
+532
| +12% | +$66.5K | 0.02% | 463 |
|
|
2017
Q2 | $527K | Buy |
4,427
+936
| +27% | +$111K | 0.02% | 499 |
|
|
2017
Q1 | $397K | Buy |
+3,491
| New | +$397K | 0.02% | 376 |
|