Curi RMB Capital’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Buy |
41,296
+27,815
| +206% | +$6M | 0.17% | 153 |
|
|
2025
Q1 | $2.69M | Sell |
13,481
-14,721
| -52% | -$2.94M | 0.07% | 241 |
|
|
2024
Q4 | $6.23M | Buy |
28,202
+1,774
| +7% | +$392K | 0.14% | 174 |
|
|
2024
Q3 | $5.84M | Buy |
26,428
+153
| +0.6% | +$33.8K | 0.13% | 175 |
|
|
2024
Q2 | $5.33M | Sell |
26,275
-122
| -0.5% | -$24.8K | 0.13% | 177 |
|
|
2024
Q1 | $5.55M | Sell |
26,397
-1,414
| -5% | -$297K | 0.13% | 176 |
|
|
2023
Q4 | $5.58M | Buy |
27,811
+2,029
| +8% | +$407K | 0.17% | 148 |
|
|
2023
Q3 | $4.56M | Sell |
25,782
-161
| -0.6% | -$28.5K | 0.16% | 145 |
|
|
2023
Q2 | $4.86M | Sell |
25,943
-2,444
| -9% | -$458K | 0.16% | 142 |
|
|
2023
Q1 | $5.06M | Sell |
28,387
-14,991
| -35% | -$2.67M | 0.18% | 133 |
|
|
2022
Q4 | $7.56M | Buy |
43,378
+14,191
| +49% | +$2.47M | 0.27% | 107 |
|
|
2022
Q3 | $4.81M | Sell |
29,187
-1,167
| -4% | -$192K | 0.18% | 132 |
|
|
2022
Q2 | $5.14M | Buy |
30,354
+6,303
| +26% | +$1.07M | 0.18% | 128 |
|
|
2022
Q1 | $4.94M | Sell |
24,051
-42
| -0.2% | -$8.62K | 0.16% | 136 |
|
|
2021
Q4 | $5.36M | Buy |
24,093
+2,115
| +10% | +$470K | 0.16% | 136 |
|
|
2021
Q3 | $4.81M | Sell |
21,978
-10,418
| -32% | -$2.28M | 0.16% | 136 |
|
|
2021
Q2 | $7.43M | Buy |
32,396
+10,516
| +48% | +$2.41M | 0.25% | 106 |
|
|
2021
Q1 | $4.83M | Buy |
21,880
+430
| +2% | +$95K | 0.18% | 136 |
|
|
2020
Q4 | $4.21M | Buy |
21,450
+1,443
| +7% | +$283K | 0.15% | 140 |
|
|
2020
Q3 | $3M | Sell |
20,007
-1,121
| -5% | -$168K | 0.13% | 160 |
|
|
2020
Q2 | $3.03M | Sell |
21,128
-6,773
| -24% | -$970K | 0.13% | 157 |
|
|
2020
Q1 | $3.19M | Sell |
27,901
-15,639
| -36% | -$1.79M | 0.15% | 145 |
|
|
2019
Q4 | $7.21M | Buy |
43,540
+11,594
| +36% | +$1.92M | 0.2% | 113 |
|
|
2019
Q3 | $4.84M | Buy |
31,946
+5,293
| +20% | +$801K | 0.13% | 150 |
|
|
2019
Q2 | $4.15M | Sell |
26,653
-8,709
| -25% | -$1.35M | 0.1% | 172 |
|
|
2019
Q1 | $5.41M | Sell |
35,362
-18,982
| -35% | -$2.91M | 0.14% | 153 |
|
|
2018
Q4 | $7.28M | Buy |
54,344
+43,643
| +408% | +$5.84M | 0.19% | 114 |
|
|
2018
Q3 | $1.8M | Buy |
10,701
+703
| +7% | +$119K | 0.04% | 378 |
|
|
2018
Q2 | $1.64M | Sell |
9,998
-440
| -4% | -$72K | 0.04% | 393 |
|
|
2018
Q1 | $1.59M | Sell |
10,438
-626
| -6% | -$95.1K | 0.04% | 402 |
|
|
2017
Q4 | $1.69M | Buy |
11,064
+2,257
| +26% | +$344K | 0.04% | 381 |
|
|
2017
Q3 | $1.31M | Buy |
8,807
+4,950
| +128% | +$733K | 0.03% | 367 |
|
|
2017
Q2 | $543K | Sell |
3,857
-2,893
| -43% | -$407K | 0.02% | 494 |
|
|
2017
Q1 | $928K | Sell |
6,750
-1,251
| -16% | -$172K | 0.04% | 278 |
|
|
2016
Q4 | $1.08M | Buy |
8,001
+838
| +12% | +$113K | 0.06% | 220 |
|
|
2016
Q3 | $890K | Sell |
7,163
-1,002
| -12% | -$124K | 0.05% | 221 |
|
|
2016
Q2 | $938K | Sell |
8,165
-959
| -11% | -$110K | 0.05% | 220 |
|
|
2016
Q1 | $1.01M | Buy |
9,124
+3,141
| +52% | +$347K | 0.07% | 200 |
|
|
2015
Q4 | $674K | Sell |
5,983
-643
| -10% | -$72.4K | 0.03% | 251 |
|
|
2015
Q3 | $724K | Buy |
6,626
+3,315
| +100% | +$362K | 0.05% | 267 |
|
|
2015
Q2 | $413K | Sell |
3,311
-1,310
| -28% | -$163K | 0.03% | 308 |
|
|
2015
Q1 | $575K | Sell |
4,621
-2,657
| -37% | -$331K | 0.03% | 294 |
|
|
2014
Q4 | $871K | Buy |
7,278
+1,567
| +27% | +$188K | 0.05% | 271 |
|
|
2014
Q3 | $624K | Sell |
5,711
-3,007
| -34% | -$329K | 0.04% | 313 |
|
|
2014
Q2 | $1.04M | Buy |
8,718
+2
| +0% | +$238 | 0.07% | 259 |
|
|
2014
Q1 | $1.01M | Buy |
8,716
+375
| +4% | +$43.6K | 0.07% | 230 |
|
|
2013
Q4 | $962K | Buy |
8,341
+5,853
| +235% | +$675K | 0.07% | 226 |
|
|
2013
Q3 | $265K | Buy |
+2,488
| New | +$265K | 0.02% | 319 |
|