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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curi RMB Capital's IWF Position: Q1 2026 in Review

Curi RMB Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.5% in Q1 2026, buying an estimated $1.33M and bringing the position to 150,104 shares worth $16M. The position accounts for 0.28% of the portfolio, ranked #95.

Curi RMB Capital first reported a position in IWF in Q1 2017 and has held it in 37 quarters since. The position peaked at $22M in Q1 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Curi RMB Capital held 150,104 shares of iShares Russell 1000 Growth ETF worth $16M as of Q1 2026.
Curi RMB Capital bought 11,744 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.33M.
iShares Russell 1000 Growth ETF made up 0.28% of Curi RMB Capital's portfolio in Q1 2026, its #95 holding.
Curi RMB Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 37 quarters since.
Curi RMB Capital's iShares Russell 1000 Growth ETF position peaked at $22M in Q1 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.