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Curi Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Curi Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21
Closed -$5K – 449
2022
Q2 		$5K Buy
+21
New +$4.97K ﹤0.01% 454

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Curi Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2022, closing a stake of 21 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in IWV in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 647 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 21 iShares Russell 3000 ETF shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares Russell 3000 ETF position peaked at $5K in Q2 2022.
  • 647 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

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