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Curi RMB Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Curi RMB Capital’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89M Buy
20,373
+5
+0% +$476 0.03% 342
2025
Q4 		$1.87M Buy
20,368
+7
+0% +$628 0.03% 347
2025
Q3 		$1.79M Buy
+20,361
New +$1.75M 0.03% 342

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Curi RMB Capital's IWX Position: Q1 2026 in Review

Curi RMB Capital increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.02% in Q1 2026, buying an estimated $476 and bringing the position to 20,373 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #342.

Curi RMB Capital first reported a position in IWX in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Curi RMB Capital held 20,373 shares of iShares Russell Top 200 Value ETF worth $1.89M as of Q1 2026.
  • Curi RMB Capital bought 5 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $476.
  • iShares Russell Top 200 Value ETF made up 0.03% of Curi RMB Capital's portfolio in Q1 2026, its #342 holding.
  • Curi RMB Capital first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.