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Curi Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Curi Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,372
Closed -$1.93M – 67
2023
Q4 		$1.93M Buy
7,372
+57
+0.8% +$14K 0.27% 50
2023
Q3 		$1.72M Buy
7,315
+229
+3% +$56.1K 0.26% 49
2023
Q2 		$1.73M Buy
7,086
+19
+0.3% +$4.38K 0.23% 52
2023
Q1 		$1.59M Sell
7,067
-84
-1% -$18.5K 0.23% 55
2022
Q4 		$1.51M Buy
7,151
+141
+2% +$29.8K 0.21% 62
2022
Q3 		$1.38M Buy
+7,010
New +$1.54M 0.23% 58

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Curi Wealth Management's IWB Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 7,372 shares — an estimated $1.93M sold.

Curi Wealth Management first reported a position in IWB in Q3 2022 and held it in 6 quarters. The position peaked at $1.93M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 7,372 iShares Russell 1000 ETF shares in Q1 2024, an estimated $1.93M.
  • Curi Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2022 and held it in 6 quarters.
  • Curi Wealth Management's iShares Russell 1000 ETF position peaked at $1.93M in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.