Curi RMB Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Curi RMB Capital’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	1,360 -7,673	-85%	-$1.21M	﹤0.01%	853
2026 Q1	$1.32M	Hold	9,033	–	–	0.02%	399
2025 Q4	$1.27M	Buy	9,033 +482	+6%	+$67.4K	0.02%	412
2025 Q3	$1.19M	Buy	+8,551	New	+$1.17M	0.02%	398

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Curi RMB Capital reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 85% in Q2 2026, selling an estimated $1.21M and leaving 1,360 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Curi RMB Capital first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Curi RMB Capital held 1,360 shares of iShares Russell Mid-Cap Value ETF worth $224K as of Q2 2026.
Curi RMB Capital sold 7,673 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.21M.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #853 holding.
Curi RMB Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Curi RMB Capital's iShares Russell Mid-Cap Value ETF position peaked at $1.32M in Q1 2026.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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