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Crescent Grove Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Crescent Grove Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$619K Sell
1,511
-11
-0.7% -$4.36K 0.05% 167
2026
Q1 		$543K Buy
1,522
+72
+5% +$26.8K 0.05% 174
2025
Q4 		$541K Buy
1,450
+63
+5% +$23.3K 0.05% 169
2025
Q3 		$507K Buy
1,387
+393
+40% +$138K 0.05% 168
2025
Q2 		$338K Hold
994
– – 0.03% 203
2025
Q1 		$305K Hold
994
– – 0.03% 210
2024
Q4 		$320K Buy
994
+29
+3% +$9.39K 0.03% 207
2024
Q3 		$303K Hold
965
– – 0.03% 215
2024
Q2 		$287K Hold
965
– – 0.03% 216
2024
Q1 		$278K Hold
965
– – 0.03% 250
2023
Q4 		$253K Hold
965
– – 0.03% 252
2023
Q3 		$228K Hold
965
– – 0.03% 252
2023
Q2 		$235K Buy
+965
New +$222K 0.03% 258
2018
Q2 		– Sell
-1,957
Closed -$287K – 146
2018
Q1 		$287K Buy
1,957
+466
+31% +$70.8K 0.07% 109
2017
Q4 		$222K Sell
1,491
-595
-29% -$86.2K 0.06% 124
2017
Q3 		$292K Sell
2,086
-22
-1% -$3.02K 0.07% 105
2017
Q2 		$285K Buy
+2,108
New +$281K 0.08% 104

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crescent Grove Advisors's IWB Position: Q2 2026 in Review

Crescent Grove Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.72% in Q2 2026, selling an estimated $4.36K and leaving 1,511 shares worth $619K. The position accounts for 0.05% of the portfolio, ranked #167.

Crescent Grove Advisors first reported a position in IWB in Q2 2017 and has held it in 17 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Crescent Grove Advisors held 1,511 shares of iShares Russell 1000 ETF worth $619K as of Q2 2026.
  • Crescent Grove Advisors sold 11 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.36K.
  • iShares Russell 1000 ETF made up 0.05% of Crescent Grove Advisors's portfolio in Q2 2026, its #167 holding.
  • Crescent Grove Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 17 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.