Curi Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,915	Closed	-$152K	–	447
2022 Q2	$152K	Buy	1,915 +1,315	+219%	+$115K	0.03%	144
2022 Q1	$60K	Buy	+600	New	+$59.8K	0.01%	201

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Curi Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 1,915 shares — an estimated $152K sold.

Curi Wealth Management first reported a position in IWP in Q1 2022 and held it in 2 quarters. The position peaked at $152K in Q2 2022. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Curi Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,915 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $152K.
Curi Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $152K in Q2 2022.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

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