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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,628	Closed	-$351K	–	68
2023 Q4	$351K	Hold	4,628	–	–	0.05%	107
2023 Q3	$308K	Sell	4,628 -788	-15%	-$54.4K	0.05%	112
2023 Q2	$373K	Buy	5,416 +24	+0.4%	+$1.53K	0.05%	112
2023 Q1	$329K	Hold	5,392	–	–	0.05%	117
2022 Q4	$289K	Hold	5,392	–	–	0.04%	151
2022 Q3	$284K	Buy	5,392 +4,200	+352%	+$247K	0.05%	141
2022 Q2	$65K	Buy	1,192 +8	+0.7%	+$480	0.01%	206
2022 Q1	$82K	Hold	1,184	–	–	0.01%	172
2021 Q4	$90K	Buy	+1,184	New	+$87.8K	0.02%	149
2021 Q1	–	Sell	-1,184	Closed	-$71K	–	287
2020 Q4	$71K	Buy	+1,184	New	+$67.4K	0.05%	132

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Curi Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 4,628 shares — an estimated $351K sold.

Curi Wealth Management first reported a position in IWF in Q4 2020 and held it in 10 quarters. The position peaked at $373K in Q2 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Curi Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 4,628 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $351K.
Curi Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's iShares Russell 1000 Growth ETF position peaked at $373K in Q2 2023.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

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