Crescent Grove Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
994
| – | – | 0.03% | 203 |
|
|
2025
Q1 | $305K | Hold |
994
| – | – | 0.03% | 210 |
|
|
2024
Q4 | $320K | Buy |
994
+29
| +3% | +$9.34K | 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 | +$235K | 0.03% | 258 |
|
|
2018
Q2 | – | Sell |
-1,957
| Closed | -$287K | – | 144 |
|
|
2018
Q1 | $287K | Buy |
1,957
+466
| +31% | +$68.3K | 0.07% | 108 |
|
|
2017
Q4 | $222K | Sell |
1,491
-595
| -29% | -$88.6K | 0.06% | 124 |
|
|
2017
Q3 | $292K | Sell |
2,086
-22
| -1% | -$3.08K | 0.07% | 105 |
|
|
2017
Q2 | $285K | Buy |
+2,108
| New | +$285K | 0.08% | 104 |
|