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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-385	Closed	-$56K	–	446
2022 Q2	$56K	Buy	385 +4	+1%	+$626	0.01%	219
2022 Q1	$63K	Hold	381	–	–	0.01%	195
2021 Q4	$63K	Buy	+381	New	+$62.4K	0.01%	177
2021 Q1	–	Sell	-381	Closed	-$52K	–	286
2020 Q4	$52K	Buy	+381	New	+$48.9K	0.04%	154

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Curi Wealth Management's IWD Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2022, closing a stake of 385 shares — an estimated $56K sold.

Curi Wealth Management first reported a position in IWD in Q4 2020 and held it in 4 quarters. The position peaked at $63K in Q1 2022. 1,319 funds tracked by Wall St. Rank hold IWD as of Q3 2022.

Curi Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 385 iShares Russell 1000 Value ETF shares in Q3 2022, an estimated $56K.
Curi Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's iShares Russell 1000 Value ETF position peaked at $63K in Q1 2022.
1,319 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.