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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.7M	Sell	142,588 -7,516	-5%	-$906K	0.27%	109
2026 Q1	$16M	Buy	150,104 +11,744	+8%	+$1.33M	0.28%	95
2025 Q4	$16.4M	Sell	138,360 -2,456	-2%	-$291K	0.28%	90
2025 Q3	$16.5M	Buy	140,816 +1,392	+1%	+$155K	0.3%	87
2025 Q2	$14.8M	Sell	139,424 -104,228	-43%	-$9.97M	0.28%	100
2025 Q1	$22M	Buy	243,652 +122,532	+101%	+$12.1M	0.54%	45
2024 Q4	$12.2M	Sell	121,120 -10,696	-8%	-$1.05M	0.28%	117
2024 Q3	$12.4M	Sell	131,816 -8,348	-6%	-$757K	0.28%	111
2024 Q2	$12.8M	Sell	140,164 -13,784	-9%	-$1.18M	0.31%	98
2024 Q1	$13M	Sell	153,948 -312	-0.2%	-$25.1K	0.3%	103
2023 Q4	$11.7M	Buy	154,260 +2,012	+1%	+$142K	0.36%	86
2023 Q3	$10.1M	Sell	152,248 -10,720	-7%	-$740K	0.35%	89
2023 Q2	$11.2M	Sell	162,968 -5,444	-3%	-$346K	0.37%	82
2023 Q1	$10.3M	Sell	168,412 -238,008	-59%	-$13.7M	0.36%	88
2022 Q4	$21.8M	Buy	406,420 +267,304	+192%	+$14.7M	0.77%	36
2022 Q3	$7.32M	Sell	139,116 -53,148	-28%	-$3.13M	0.27%	109
2022 Q2	$10.5M	Buy	192,264 +46,732	+32%	+$2.81M	0.36%	83
2022 Q1	$10.1M	Buy	145,532 +7,076	+5%	+$483K	0.32%	86
2021 Q4	$10.6M	Buy	138,456 +6,276	+5%	+$465K	0.32%	87
2021 Q3	$9.06M	Buy	132,180 +3,924	+3%	+$278K	0.3%	92
2021 Q2	$8.71M	Sell	128,256 -2,984	-2%	-$192K	0.29%	94
2021 Q1	$7.97M	Sell	131,240 -400	-0.3%	-$24.3K	0.29%	95
2020 Q4	$7.94M	Sell	131,640 -19,716	-13%	-$1.12M	0.29%	91
2020 Q3	$8.21M	Buy	151,356 +13,344	+10%	+$703K	0.36%	75
2020 Q2	$6.62M	Sell	138,012 -14,460	-9%	-$637K	0.29%	86
2020 Q1	$5.74M	Buy	152,472 +1,200	+0.8%	+$51.7K	0.27%	96
2019 Q4	$6.65M	Buy	151,272 +4,056	+3%	+$169K	0.18%	133
2019 Q3	$5.88M	Sell	147,216 -1,204	-0.8%	-$48.3K	0.15%	153
2019 Q2	$5.84M	Sell	148,420 -3,476	-2%	-$135K	0.15%	159
2019 Q1	$5.75M	Sell	151,896 -896	-0.6%	-$32.2K	0.15%	171
2018 Q4	$5M	Sell	152,792 -12,788	-8%	-$451K	0.13%	184
2018 Q3	$6.46M	Buy	165,580 +8,120	+5%	+$307K	0.16%	170
2018 Q2	$5.66M	Sell	157,460 -1,992	-1%	-$70.3K	0.13%	189
2018 Q1	$5.42M	Buy	159,452 +70,016	+78%	+$2.45M	0.14%	205
2017 Q4	$3.01M	Buy	89,436 +69,600	+351%	+$2.28M	0.08%	314
2017 Q3	$620K	Buy	19,836 +2,128	+12%	+$65.1K	0.02%	496
2017 Q2	$527K	Buy	17,708 +3,744	+27%	+$110K	0.02%	527
2017 Q1	$397K	Buy	+13,964	New	+$387K	0.02%	406

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curi RMB Capital's IWF Position: Q2 2026 in Review

Curi RMB Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5% in Q2 2026, selling an estimated $906K and leaving 142,588 shares worth $17.7M. The position accounts for 0.27% of the portfolio, ranked #109.

Curi RMB Capital first reported a position in IWF in Q1 2017 and has held it in 38 quarters since. The position peaked at $22M in Q1 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Curi RMB Capital held 142,588 shares of iShares Russell 1000 Growth ETF worth $17.7M as of Q2 2026.
Curi RMB Capital sold 7,516 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $906K.
iShares Russell 1000 Growth ETF made up 0.27% of Curi RMB Capital's portfolio in Q2 2026, its #109 holding.
Curi RMB Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
Curi RMB Capital's iShares Russell 1000 Growth ETF position peaked at $22M in Q1 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.