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Curi RMB Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Curi RMB Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.18M Sell
28,967
-2,709
-9% -$699K 0.13% 176
2025
Q4 		$7.8M Sell
31,676
-153
-0.5% -$37.6K 0.14% 174
2025
Q3 		$7.7M Sell
31,829
-9,467
-23% -$2.17M 0.14% 169
2025
Q2 		$8.91M Buy
41,296
+27,815
+206% +$5.6M 0.17% 153
2025
Q1 		$2.69M Sell
13,481
-14,721
-52% -$3.19M 0.07% 241
2024
Q4 		$6.23M Buy
28,202
+1,774
+7% +$404K 0.14% 174
2024
Q3 		$5.84M Buy
26,428
+153
+0.6% +$32.7K 0.13% 175
2024
Q2 		$5.33M Sell
26,275
-122
-0.5% -$24.7K 0.13% 177
2024
Q1 		$5.55M Sell
26,397
-1,414
-5% -$282K 0.13% 176
2023
Q4 		$5.58M Buy
27,811
+2,029
+8% +$364K 0.17% 148
2023
Q3 		$4.56M Sell
25,782
-161
-0.6% -$30.2K 0.16% 145
2023
Q2 		$4.86M Sell
25,943
-2,444
-9% -$436K 0.16% 142
2023
Q1 		$5.06M Sell
28,387
-14,991
-35% -$2.76M 0.18% 133
2022
Q4 		$7.56M Buy
43,378
+14,191
+49% +$2.52M 0.27% 107
2022
Q3 		$4.81M Sell
29,187
-1,167
-4% -$213K 0.18% 132
2022
Q2 		$5.14M Buy
30,354
+6,303
+26% +$1.16M 0.18% 128
2022
Q1 		$4.94M Sell
24,051
-42
-0.2% -$8.57K 0.16% 136
2021
Q4 		$5.36M Buy
24,093
+2,115
+10% +$478K 0.16% 136
2021
Q3 		$4.81M Sell
21,978
-10,418
-32% -$2.31M 0.16% 136
2021
Q2 		$7.43M Buy
32,396
+10,516
+48% +$2.36M 0.25% 106
2021
Q1 		$4.83M Buy
21,880
+430
+2% +$93.9K 0.18% 136
2020
Q4 		$4.21M Buy
21,450
+1,443
+7% +$253K 0.15% 140
2020
Q3 		$3M Sell
20,007
-1,121
-5% -$169K 0.13% 160
2020
Q2 		$3.02M Sell
21,128
-6,773
-24% -$889K 0.13% 159
2020
Q1 		$3.19M Sell
27,901
-15,639
-36% -$2.33M 0.15% 150
2019
Q4 		$7.21M Buy
43,540
+11,594
+36% +$1.83M 0.2% 126
2019
Q3 		$4.83M Buy
31,946
+5,293
+20% +$808K 0.13% 171
2019
Q2 		$4.14M Sell
26,653
-8,709
-25% -$1.34M 0.1% 198
2019
Q1 		$5.41M Sell
35,362
-18,982
-35% -$2.85M 0.14% 181
2018
Q4 		$7.28M Buy
54,344
+43,643
+408% +$6.51M 0.19% 137
2018
Q3 		$1.8M Buy
10,701
+703
+7% +$119K 0.04% 407
2018
Q2 		$1.64M Sell
9,998
-440
-4% -$70.4K 0.04% 419
2018
Q1 		$1.58M Sell
10,438
-626
-6% -$96.7K 0.04% 430
2017
Q4 		$1.69M Buy
11,064
+2,257
+26% +$339K 0.04% 405
2017
Q3 		$1.3M Buy
8,807
+4,950
+128% +$696K 0.03% 400
2017
Q2 		$543K Sell
3,857
-2,893
-43% -$400K 0.02% 522
2017
Q1 		$928K Sell
6,750
-1,251
-16% -$171K 0.04% 308
2016
Q4 		$1.08M Buy
8,001
+838
+12% +$107K 0.06% 245
2016
Q3 		$890K Sell
7,163
-1,002
-12% -$122K 0.05% 250
2016
Q2 		$938K Sell
8,165
-959
-11% -$108K 0.05% 244
2016
Q1 		$1.01M Buy
9,124
+3,141
+52% +$325K 0.07% 219
2015
Q4 		$674K Sell
5,983
-643
-10% -$74.2K 0.03% 270
2015
Q3 		$724K Buy
6,626
+3,315
+100% +$393K 0.05% 290
2015
Q2 		$413K Sell
3,311
-1,310
-28% -$164K 0.03% 309
2015
Q1 		$575K Sell
4,621
-2,657
-37% -$320K 0.03% 317
2014
Q4 		$871K Buy
7,278
+1,567
+27% +$179K 0.05% 303
2014
Q3 		$624K Sell
5,711
-3,007
-34% -$344K 0.04% 330
2014
Q2 		$1.04M Buy
8,718
+2
+0% +$227 0.07% 259
2014
Q1 		$1.01M Buy
8,716
+375
+4% +$43.3K 0.07% 230
2013
Q4 		$962K Buy
8,341
+5,853
+235% +$646K 0.07% 226
2013
Q3 		$265K Buy
+2,488
New +$257K 0.02% 319

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Curi RMB Capital reduced its iShares Russell 2000 ETF (IWM) stake by 8.6% in Q1 2026, selling an estimated $699K and leaving 28,967 shares worth $7.18M. The position accounts for 0.13% of the portfolio, ranked #176.

Curi RMB Capital first reported a position in IWM in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.91M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Curi RMB Capital held 28,967 shares of iShares Russell 2000 ETF worth $7.18M as of Q1 2026.
  • Curi RMB Capital sold 2,709 iShares Russell 2000 ETF shares in Q1 2026, an estimated $699K.
  • iShares Russell 2000 ETF made up 0.13% of Curi RMB Capital's portfolio in Q1 2026, its #176 holding.
  • Curi RMB Capital first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 51 quarters since.
  • Curi RMB Capital's iShares Russell 2000 ETF position peaked at $8.91M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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