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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
Q2 		– Sell
-20,373
Closed -$1.89M – 943
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 $29.1B AUM
Envestnet Portfolio Solutions
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Curi RMB Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 20,373 shares — an estimated $1.89M sold.

Curi RMB Capital first reported a position in IWX in Q3 2025 and held it in 3 quarters. The position peaked at $1.89M in Q1 2026. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Curi RMB Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Curi RMB Capital sold 20,373 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.89M.
  • Curi RMB Capital first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and held it in 3 quarters.
  • Curi RMB Capital's iShares Russell Top 200 Value ETF position peaked at $1.89M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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