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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
Q2 		$1.79M Sell
7,108
-549
-7% -$126K 0.03% 361
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Curi RMB Capital reduced its iShares US Technology ETF (IYW) stake by 7.2% in Q2 2026, selling an estimated $126K and leaving 7,108 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #361.

Curi RMB Capital first reported a position in IYW in Q1 2023 and has held it in 13 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Curi RMB Capital held 7,108 shares of iShares US Technology ETF worth $1.79M as of Q2 2026.
  • Curi RMB Capital sold 549 iShares US Technology ETF shares in Q2 2026, an estimated $126K.
  • iShares US Technology ETF made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #361 holding.
  • Curi RMB Capital first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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