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
2020 Q2	–	Sell	-250,000	Closed	-$28.6M	–	646
2020 Q1	$28.6M	Sell	250,000 -794,000	-76%	-$118M	1.36%	12
2019 Q4	$173M	Sell	1,044,000 -100,000	-9%	-$15.8M	4.81%	2
2019 Q3	$173M	Sell	1,144,000 -103,500	-8%	-$15.8M	4.55%	2
2019 Q2	$194M	Buy	1,247,500 +871,000	+231%	+$134M	4.91%	2
2019 Q1	$57.6M	Sell	376,500 -627,500	-63%	-$94.3M	1.46%	5
2018 Q4	$134M	Buy	1,004,000 +419,000	+72%	+$62.5M	3.43%	2
2018 Q3	$98.6M	Sell	585,000 -117,000	-17%	-$19.8M	2.37%	1
2018 Q2	$115M	Buy	702,000 +191,000	+37%	+$30.6M	2.74%	2
2018 Q1	$77.6M	Sell	511,000 -184,000	-26%	-$28.4M	1.98%	2
2017 Q4	$106M	Buy	695,000 +83,000	+14%	+$12.5M	2.75%	2
2017 Q3	$90.7M	Buy	612,000 +276,000	+82%	+$38.8M	2.34%	2
2017 Q2	$47.3M	Sell	336,000 -192,000	-36%	-$26.6M	1.35%	4
2017 Q1	$72.6M	Buy	528,000 +204,000	+63%	+$27.9M	3%	2
2016 Q4	$43.7M	Buy	324,000 +8,000	+3%	+$1.02M	2.35%	2
2016 Q3	$39.3M	Sell	316,000 -526,000	-62%	-$63.9M	2.13%	2
2016 Q2	$96.8M	Buy	842,000 +533,500	+173%	+$60.2M	5.06%	2
2016 Q1	$34.1M	Buy	308,500 +209,500	+212%	+$21.7M	2.22%	1
2015 Q4	$11.1M	Buy	+99,000	New	+$11.4M	0.51%	39

Other funds holding IWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.