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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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Curi RMB Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.39% in Q1 2026, selling an estimated $11.9K and leaving 11,547 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #283.

Curi RMB Capital first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.21M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Curi RMB Capital held 11,547 shares of iShares Russell Top 200 Growth ETF worth $2.87M as of Q1 2026.
  • Curi RMB Capital sold 45 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $11.9K.
  • iShares Russell Top 200 Growth ETF made up 0.05% of Curi RMB Capital's portfolio in Q1 2026, its #283 holding.
  • Curi RMB Capital first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's iShares Russell Top 200 Growth ETF position peaked at $3.21M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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