Crescent Grove Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.54M | Sell |
22,353
-1,182
| -5% | -$305K | 0.53% | 46 |
|
|
2025
Q4 | $5.79M | Buy |
23,535
+95
| +0.4% | +$23.4K | 0.54% | 42 |
|
|
2025
Q3 | $5.67M | Buy |
23,440
+1,532
| +7% | +$352K | 0.54% | 45 |
|
|
2025
Q2 | $4.73M | Sell |
21,908
-783
| -3% | -$158K | 0.46% | 47 |
|
|
2025
Q1 | $4.53M | Buy |
22,691
+233
| +1% | +$50.5K | 0.47% | 44 |
|
|
2024
Q4 | $4.96M | Buy |
22,458
+96
| +0.4% | +$21.9K | 0.49% | 45 |
|
|
2024
Q3 | $4.94M | Sell |
22,362
-298
| -1% | -$63.8K | 0.5% | 40 |
|
|
2024
Q2 | $4.6M | Sell |
22,660
-359
| -2% | -$72.6K | 0.5% | 41 |
|
|
2024
Q1 | $4.84M | Buy |
23,019
+2,613
| +13% | +$521K | 0.5% | 39 |
|
|
2023
Q4 | $4.1M | Buy |
20,406
+757
| +4% | +$136K | 0.46% | 46 |
|
|
2023
Q3 | $3.49M | Sell |
19,649
-2,394
| -11% | -$449K | 0.43% | 43 |
|
|
2023
Q2 | $4.13M | Sell |
22,043
-636
| -3% | -$113K | 0.44% | 46 |
|
|
2023
Q1 | $4.05M | Buy |
22,679
+333
| +1% | +$61.3K | 0.47% | 41 |
|
|
2022
Q4 | $3.9M | Sell |
22,346
-1,309
| -6% | -$233K | 0.41% | 41 |
|
|
2022
Q3 | $3.9M | Buy |
23,655
+2,125
| +10% | +$388K | 0.45% | 38 |
|
|
2022
Q2 | $3.65M | Buy |
21,530
+6,607
| +44% | +$1.22M | 0.38% | 39 |
|
|
2022
Q1 | $3.06M | Sell |
14,923
-7,024
| -32% | -$1.43M | 0.3% | 45 |
|
|
2021
Q4 | $4.88M | Buy |
21,947
+761
| +4% | +$172K | 0.46% | 37 |
|
|
2021
Q3 | $4.63M | Buy |
21,186
+897
| +4% | +$199K | 0.49% | 37 |
|
|
2021
Q2 | $4.65M | Buy |
20,289
+5,751
| +40% | +$1.29M | 0.49% | 39 |
|
|
2021
Q1 | $3.21M | Buy |
14,538
+1,811
| +14% | +$395K | 0.38% | 41 |
|
|
2020
Q4 | $2.5M | Sell |
12,727
-398
| -3% | -$69.6K | 0.33% | 43 |
|
|
2020
Q3 | $1.97M | Buy |
13,125
+241
| +2% | +$36.3K | 0.39% | 43 |
|
|
2020
Q2 | $1.84M | Sell |
12,884
-180
| -1% | -$23.6K | 0.39% | 40 |
|
|
2020
Q1 | $1.5M | Buy |
13,064
+4,322
| +49% | +$644K | 0.33% | 46 |
|
|
2019
Q4 | $1.45M | Sell |
8,742
-385
| -4% | -$60.8K | 0.25% | 55 |
|
|
2019
Q3 | $1.38M | Buy |
9,127
+309
| +4% | +$47.2K | 0.26% | 52 |
|
|
2019
Q2 | $1.37M | Buy |
8,818
+3,128
| +55% | +$482K | 0.26% | 47 |
|
|
2019
Q1 | $871K | Sell |
5,690
-17,160
| -75% | -$2.58M | 0.18% | 59 |
|
|
2018
Q4 | $3.06M | Buy |
22,850
+1,736
| +8% | +$259K | 0.65% | 34 |
|
|
2018
Q3 | $3.57M | Buy |
21,114
+2,194
| +12% | +$370K | 0.77% | 26 |
|
|
2018
Q2 | $3.1M | Buy |
18,920
+439
| +2% | +$70.2K | 0.77% | 25 |
|
|
2018
Q1 | $2.81M | Buy |
18,481
+2,553
| +16% | +$394K | 0.69% | 26 |
|
|
2017
Q4 | $2.43M | Buy |
15,928
+12,071
| +313% | +$1.81M | 0.61% | 31 |
|
|
2017
Q3 | $572K | Buy |
3,857
+1,509
| +64% | +$212K | 0.15% | 73 |
|
|
2017
Q2 | $331K | Buy |
+2,348
| New | +$325K | 0.1% | 87 |
|
Other funds holding IWM
Crescent Grove Advisors's IWM Position: Q1 2026 in Review
Crescent Grove Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q1 2026, selling an estimated $305K and leaving 22,353 shares worth $5.54M. The position accounts for 0.53% of the portfolio, ranked #46.
Crescent Grove Advisors first reported a position in IWM in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.79M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Crescent Grove Advisors held 22,353 shares of iShares Russell 2000 ETF worth $5.54M as of Q1 2026.
- Crescent Grove Advisors sold 1,182 iShares Russell 2000 ETF shares in Q1 2026, an estimated $305K.
- iShares Russell 2000 ETF made up 0.53% of Crescent Grove Advisors's portfolio in Q1 2026, its #46 holding.
- Crescent Grove Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 36 quarters since.
- Crescent Grove Advisors's iShares Russell 2000 ETF position peaked at $5.79M in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.