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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Curi RMB Capital reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $209K and leaving 28,223 shares worth $8.48M. The position accounts for 0.13% of the portfolio, ranked #185.

Curi RMB Capital first reported a position in IWM in Q3 2013 and has held it in 52 quarters since. The position peaked at $8.91M in Q2 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Curi RMB Capital held 28,223 shares of iShares Russell 2000 ETF worth $8.48M as of Q2 2026.
Curi RMB Capital sold 744 iShares Russell 2000 ETF shares in Q2 2026, an estimated $209K.
iShares Russell 2000 ETF made up 0.13% of Curi RMB Capital's portfolio in Q2 2026, its #185 holding.
Curi RMB Capital first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 52 quarters since.
Curi RMB Capital's iShares Russell 2000 ETF position peaked at $8.91M in Q2 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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