Curi RMB Capital’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.44M | Sell |
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|
2025
Q2 | $4.47M | Buy |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $3.96M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $3.23M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $256K | Buy |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $3.52M | Buy |
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|
2019
Q3 | $498K | Sell |
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|
2019
Q2 | $792K | Buy |
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|
2019
Q1 | $398K | Sell |
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|
2018
Q4 | $9.47M | Buy |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $277K | Sell |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $271K | Hold |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $17.4M | Buy |
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|
2016
Q3 | $423K | Sell |
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|
2016
Q2 | $857K | Sell |
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|
2016
Q1 | $877K | Sell |
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|
2015
Q4 | $15M | Buy |
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|
2015
Q3 | $941K | Sell |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $1.13M | Sell |
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|
2014
Q4 | $1.6M | Sell |
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|
2014
Q3 | $4.68M | Sell |
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|
2014
Q2 | $9.27M | Sell |
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|
2014
Q1 | $8.86M | Buy |
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|
2013
Q4 | $8.68M | Sell |
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|
2013
Q3 | $10.3M | Buy |
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|
2013
Q2 | $9.55M | Buy |
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