Curi RMB Capital’s iShares US Technology ETF IYW Stock Holding History

Curi RMB Capital’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	7,657 +347	+5%	+$67.1K	0.02%	393
2025 Q4	$1.46M	Buy	7,310 +455	+7%	+$91K	0.03%	392
2025 Q3	$1.34M	Hold	6,855	–	–	0.02%	386
2025 Q2	$1.19M	Buy	+6,855	New	+$1.04M	0.02%	391
2025 Q1	–	Sell	-6,862	Closed	-$1.09M	–	512
2024 Q4	$1.09M	Sell	6,862 -2,500	-27%	-$396K	0.03%	325
2024 Q3	$1.42M	Buy	9,362 +14	+0.1%	+$2.06K	0.03%	308
2024 Q2	$1.41M	Hold	9,348	–	–	0.03%	304
2024 Q1	$1.26M	Buy	9,348 +2,500	+37%	+$325K	0.03%	319
2023 Q4	$841K	Sell	6,848 -1,096	-14%	-$124K	0.03%	316
2023 Q3	$833K	Hold	7,944	–	–	0.03%	299
2023 Q2	$865K	Hold	7,944	–	–	0.03%	305
2023 Q1	$737K	Buy	+7,944	New	+$667K	0.03%	314

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Curi RMB Capital increased its iShares US Technology ETF (IYW) stake by 4.7% in Q1 2026, buying an estimated $67.1K and bringing the position to 7,657 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #393.

Curi RMB Capital first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Curi RMB Capital held 7,657 shares of iShares US Technology ETF worth $1.39M as of Q1 2026.
Curi RMB Capital bought 347 iShares US Technology ETF shares in Q1 2026, an estimated $67.1K.
iShares US Technology ETF made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #393 holding.
Curi RMB Capital first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
Curi RMB Capital's iShares US Technology ETF position peaked at $1.46M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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