Carlos Curbelo bought iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF)
Carlos Curbelo (R-FL), a U.S. Representative, has disclosed 5 trades in iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF) since 2017, 2 purchases and 3 sales, worth an estimated $138K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Carlos Curbelo bought $15,001 - $50,000 of iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF) on October 10, 2017. Since that trade, IWF is up +283.59% against the S&P 500 up +227.17%, an outperformance of +56.42%.
Across these filings, Carlos Curbelo has been a net seller of IWF (a buy-to-sell ratio of 0.67). The most recent disclosed IWF transaction shown was dated April 6, 2018. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Carlos Curbelo's IWF trades vs the price
IWF is up +283.59% since Carlos Curbelo bought on October 10, 2017, versus +227.17% for the S&P 500.
Performance since this trade
All Carlos Curbelo IWF trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Carlos Curbelo & IWF trading FAQ
Is it legal for Carlos Curbelo to trade iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF) stock?
Yes. Members of Congress are allowed to trade individual stocks, including iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Carlos Curbelo buy IWF?
Carlos Curbelo disclosed a purchase of $15,001 - $50,000 of iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF) on October 10, 2017, according to public STOCK Act filings.
How has IWF performed since Carlos Curbelo's trade?
Since Carlos Curbelo bought IWF on October 10, 2017, the stock is up +283.59%, versus +227.17% for the S&P 500 over the same period, an outperformance of +56.42%.
How many times has Carlos Curbelo traded IWF?
Carlos Curbelo has disclosed 5 IWF trades since 2017 (2 purchases and 3 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional IWF trades?
Quantellect tracks every disclosed congressional trade in iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IWF) on the iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account congressional trading page, which aggregates filings across all members of Congress.
Carlos Curbelo's IWF tradesAll congressional filings for iShares Russell 1000 growth ETF (IWF) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage accountCarlos Curbelo's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.