Crescent Grove Advisors
IWN icon

Crescent Grove Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Crescent Grove Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27M Buy
6,084
+249
+4% +$55.1K 0.11% 128
2026
Q2 		$1.29M Hold
5,835
– – 0.11% 128
2026
Q1 		$1.11M Hold
5,835
– – 0.11% 128
2025
Q4 		$1.06M Buy
5,835
+137
+2% +$24.6K 0.1% 126
2025
Q3 		$1.01M Hold
5,698
– – 0.1% 120
2025
Q2 		$899K Sell
5,698
-812
-12% -$121K 0.09% 121
2025
Q1 		$983K Sell
6,510
-100
-2% -$16.2K 0.1% 108
2024
Q4 		$1.09M Buy
6,610
+282
+4% +$48.1K 0.11% 108
2024
Q3 		$1.06M Sell
6,328
-188
-3% -$30.5K 0.11% 111
2024
Q2 		$992K Sell
6,516
-455
-7% -$69.6K 0.11% 112
2024
Q1 		$1.11M Buy
6,971
+96
+1% +$14.5K 0.12% 114
2023
Q4 		$1.07M Sell
6,875
-33
-0.5% -$4.57K 0.12% 110
2023
Q3 		$943K Sell
6,908
-1,435
-17% -$206K 0.12% 118
2023
Q2 		$1.17M Buy
8,343
+1,754
+27% +$237K 0.13% 103
2023
Q1 		$903K Hold
6,589
– – 0.1% 115
2022
Q4 		$914K Buy
6,589
+357
+6% +$50.4K 0.1% 119
2022
Q3 		$803K Hold
6,232
– – 0.09% 116
2022
Q2 		$848K Buy
6,232
+22
+0.4% +$3.27K 0.09% 114
2022
Q1 		$1M Hold
6,210
– – 0.1% 112
2021
Q4 		$1.03M Hold
6,210
– – 0.1% 112
2021
Q3 		$995K Hold
6,210
– – 0.11% 102
2021
Q2 		$1.03M Buy
6,210
+3,301
+113% +$544K 0.11% 101
2021
Q1 		$464K Buy
+2,909
New +$440K 0.05% 137
2019
Q1 		– Sell
-2,286
Closed -$246K – 163
2018
Q4 		$246K Buy
+2,286
New +$275K 0.05% 136

Other funds holding IWN

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Crescent Grove Advisors's IWN Position: Q3 2026 in Review

Crescent Grove Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 4.3% in Q3 2026, buying an estimated $55.1K and bringing the position to 6,084 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #128.

Crescent Grove Advisors first reported a position in IWN in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.29M in Q2 2026. 892 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Crescent Grove Advisors held 6,084 shares of iShares Russell 2000 Value ETF worth $1.27M as of Q3 2026.
  • Crescent Grove Advisors bought 249 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $55.1K.
  • iShares Russell 2000 Value ETF made up 0.11% of Crescent Grove Advisors's portfolio in Q3 2026, its #128 holding.
  • Crescent Grove Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 24 quarters since.
  • Crescent Grove Advisors's iShares Russell 2000 Value ETF position peaked at $1.29M in Q2 2026.
  • 892 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.