Curi RMB Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
113,070
+60
| +0.1% | +$8.12K | 0.26% | 99 |
|
|
2025
Q4 | $15.5M | Sell |
113,010
-46
| -0% | -$6.43K | 0.27% | 96 |
|
|
2025
Q3 | $16.1M | Buy |
113,056
+2,873
| +3% | +$406K | 0.3% | 92 |
|
|
2025
Q2 | $15.3M | Sell |
110,183
-1,730
| -2% | -$219K | 0.29% | 96 |
|
|
2025
Q1 | $13.1M | Sell |
111,913
-7,795
| -7% | -$1M | 0.32% | 96 |
|
|
2024
Q4 | $15.2M | Sell |
119,708
-137
| -0.1% | -$17.4K | 0.35% | 85 |
|
|
2024
Q3 | $14.1M | Sell |
119,845
-207
| -0.2% | -$23.1K | 0.32% | 97 |
|
|
2024
Q2 | $13.2M | Sell |
120,052
-181
| -0.2% | -$19.9K | 0.32% | 95 |
|
|
2024
Q1 | $13.7M | Buy |
120,233
+5,549
| +5% | +$600K | 0.31% | 96 |
|
|
2023
Q4 | $12M | Buy |
114,684
+14,422
| +14% | +$1.37M | 0.37% | 85 |
|
|
2023
Q3 | $9.16M | Sell |
100,262
-102
| -0.1% | -$9.75K | 0.31% | 97 |
|
|
2023
Q2 | $9.7M | Sell |
100,364
-7,319
| -7% | -$667K | 0.32% | 94 |
|
|
2023
Q1 | $9.8M | Buy |
107,683
+534
| +0.5% | +$47.7K | 0.34% | 91 |
|
|
2022
Q4 | $8.96M | Sell |
107,149
-2,371
| -2% | -$200K | 0.32% | 97 |
|
|
2022
Q3 | $8.59M | Sell |
109,520
-3,374
| -3% | -$290K | 0.32% | 94 |
|
|
2022
Q2 | $8.94M | Buy |
112,894
+14,930
| +15% | +$1.3M | 0.31% | 92 |
|
|
2022
Q1 | $9.85M | Sell |
97,964
-230
| -0.2% | -$22.9K | 0.31% | 88 |
|
|
2021
Q4 | $11.3M | Sell |
98,194
-791
| -0.8% | -$92.2K | 0.34% | 83 |
|
|
2021
Q3 | $11.1M | Buy |
98,985
+42
| +0% | +$4.83K | 0.36% | 85 |
|
|
2021
Q2 | $11.2M | Sell |
98,943
-78
| -0.1% | -$8.33K | 0.37% | 80 |
|
|
2021
Q1 | $10.1M | Sell |
99,021
-141
| -0.1% | -$14.7K | 0.37% | 81 |
|
|
2020
Q4 | $10.2M | Sell |
99,162
-90
| -0.1% | -$8.56K | 0.37% | 74 |
|
|
2020
Q3 | $8.58M | Sell |
99,252
-3,020
| -3% | -$255K | 0.37% | 72 |
|
|
2020
Q2 | $8.09M | Sell |
102,272
-7,882
| -7% | -$572K | 0.36% | 75 |
|
|
2020
Q1 | $6.7M | Buy |
110,154
+7,122
| +7% | +$519K | 0.32% | 85 |
|
|
2019
Q4 | $7.86M | Sell |
103,032
-6,672
| -6% | -$489K | 0.22% | 117 |
|
|
2019
Q3 | $7.75M | Sell |
109,704
-6,304
| -5% | -$453K | 0.2% | 122 |
|
|
2019
Q2 | $8.27M | Sell |
116,008
-1,250
| -1% | -$86.9K | 0.21% | 122 |
|
|
2019
Q1 | $7.95M | Sell |
117,258
-298
| -0.3% | -$19.1K | 0.2% | 135 |
|
|
2018
Q4 | $6.68M | Buy |
117,556
+1,190
| +1% | +$72.4K | 0.17% | 149 |
|
|
2018
Q3 | $7.89M | Buy |
116,366
+3,788
| +3% | +$252K | 0.19% | 149 |
|
|
2018
Q2 | $7.13M | Buy |
112,578
+1,000
| +0.9% | +$62.9K | 0.17% | 161 |
|
|
2018
Q1 | $6.86M | Buy |
111,578
+23,850
| +27% | +$1.49M | 0.18% | 159 |
|
|
2017
Q4 | $5.29M | Buy |
+87,728
| New | +$5.16M | 0.14% | 213 |
|
Other funds holding IWP
FCAS
Curi RMB Capital's IWP Position: Q1 2026 in Review
Curi RMB Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.05% in Q1 2026, buying an estimated $8.12K and bringing the position to 113,070 shares worth $14.5M. The position accounts for 0.26% of the portfolio, ranked #99.
Curi RMB Capital first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $16.1M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Curi RMB Capital held 113,070 shares of iShares Russell Mid-Cap Growth ETF worth $14.5M as of Q1 2026.
- Curi RMB Capital bought 60 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $8.12K.
- iShares Russell Mid-Cap Growth ETF made up 0.26% of Curi RMB Capital's portfolio in Q1 2026, its #99 holding.
- Curi RMB Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Curi RMB Capital's iShares Russell Mid-Cap Growth ETF position peaked at $16.1M in Q3 2025.
- 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.