Curi Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,361	Closed	-$474K	–	69
2023 Q4	$474K	Buy	2,361 +693	+42%	+$124K	0.07%	91
2023 Q3	$295K	Sell	1,668 -27	-2%	-$5.07K	0.05%	115
2023 Q2	$317K	Buy	1,695 +470	+38%	+$83.8K	0.04%	123
2023 Q1	$218K	Sell	1,225 -94	-7%	-$17.3K	0.03%	152
2022 Q4	$230K	Buy	1,319 +101	+8%	+$18K	0.03%	169
2022 Q3	$201K	Buy	1,218 +1,175	+2,733%	+$214K	0.03%	176
2022 Q2	$7K	Hold	43	–	–	﹤0.01%	422
2022 Q1	$8K	Hold	43	–	–	﹤0.01%	379
2021 Q4	$9K	Buy	+43	New	+$9.72K	﹤0.01%	329

Other funds holding IWM

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Curi Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 2,361 shares — an estimated $474K sold.

Curi Wealth Management first reported a position in IWM in Q4 2021 and held it in 9 quarters. The position peaked at $474K in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Curi Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 2,361 iShares Russell 2000 ETF shares in Q1 2024, an estimated $474K.
Curi Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 9 quarters.
Curi Wealth Management's iShares Russell 2000 ETF position peaked at $474K in Q4 2023.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

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