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Curi RMB Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Curi RMB Capital’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,547
Closed -$2.87M – 944
2026
Q1 		$2.87M Sell
11,547
-45
-0.4% -$11.9K 0.05% 283
2025
Q4 		$3.21M Hold
11,592
– – 0.06% 268
2025
Q3 		$3.17M Buy
+11,592
New +$3M 0.06% 268

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Curi RMB Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 11,547 shares — an estimated $2.87M sold.

Curi RMB Capital first reported a position in IWY in Q3 2025 and held it in 3 quarters. The position peaked at $3.21M in Q4 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Curi RMB Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Curi RMB Capital sold 11,547 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.87M.
  • Curi RMB Capital first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Curi RMB Capital's iShares Russell Top 200 Growth ETF position peaked at $3.21M in Q4 2025.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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