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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,978	Closed	-$1.32M	–	70
2023 Q4	$1.32M	Buy	16,978 +153	+0.9%	+$10.9K	0.18%	58
2023 Q3	$1.17M	Hold	16,825	–	–	0.18%	60
2023 Q2	$1.23M	Buy	16,825 +45	+0.3%	+$3.13K	0.17%	62
2023 Q1	$1.17M	Buy	16,780 +64	+0.4%	+$4.52K	0.17%	63
2022 Q4	$1.13M	Buy	16,716 +81	+0.5%	+$5.46K	0.16%	74
2022 Q3	$1.03M	Buy	+16,635	New	+$1.14M	0.17%	67

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

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

Curi Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2024, closing a stake of 16,978 shares — an estimated $1.32M sold.

Curi Wealth Management first reported a position in IWR in Q3 2022 and held it in 6 quarters. The position peaked at $1.32M in Q4 2023. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

Curi Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 16,978 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $1.32M.
Curi Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and held it in 6 quarters.
Curi Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.32M in Q4 2023.
1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

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