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

Curi Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$1.93M	Buy
2023 Q3	$1.72M	Buy
2023 Q2	$1.73M	Buy
2023 Q1	$1.59M	Sell
2022 Q4	$1.51M	Buy
2022 Q3	$1.38M	Buy