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Crescent Grove Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Crescent Grove Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.06M Sell
12,952
-470
-4% -$156K 0.39% 65
2025
Q4 		$4.34M Sell
13,422
-880
-6% -$286K 0.4% 56
2025
Q3 		$4.58M Sell
14,302
-248
-2% -$74.8K 0.43% 51
2025
Q2 		$4.16M Buy
14,550
+121
+0.8% +$31.8K 0.4% 54
2025
Q1 		$3.69M Sell
14,429
-900
-6% -$254K 0.38% 56
2024
Q4 		$4.41M Sell
15,329
-961
-6% -$284K 0.44% 49
2024
Q3 		$4.63M Sell
16,290
-1,168
-7% -$320K 0.47% 42
2024
Q2 		$4.58M Hold
17,458
– – 0.5% 42
2024
Q1 		$4.73M Buy
17,458
+35
+0.2% +$8.94K 0.49% 42
2023
Q4 		$4.39M Sell
17,423
-247
-1% -$55.7K 0.49% 44
2023
Q3 		$3.97M Sell
17,670
-826
-4% -$198K 0.49% 41
2023
Q2 		$4.49M Sell
18,496
-1,345
-7% -$308K 0.48% 44
2023
Q1 		$4.5M Sell
19,841
-484
-2% -$111K 0.52% 38
2022
Q4 		$4.36M Sell
20,325
-103
-0.5% -$22.6K 0.45% 38
2022
Q3 		$4.22M Sell
20,428
-482
-2% -$108K 0.49% 34
2022
Q2 		$4.31M Sell
20,910
-292
-1% -$65.1K 0.45% 36
2022
Q1 		$5.42M Sell
21,202
-237
-1% -$60.7K 0.53% 34
2021
Q4 		$6.28M Hold
21,439
– – 0.59% 30
2021
Q3 		$6.29M Sell
21,439
-197
-0.9% -$59.2K 0.67% 25
2021
Q2 		$6.74M Buy
21,636
+215
+1% +$64.7K 0.71% 26
2021
Q1 		$6.44M Buy
21,421
+391
+2% +$121K 0.75% 26
2020
Q4 		$6.03M Hold
21,030
– – 0.79% 27
2020
Q3 		$4.66M Sell
21,030
-1,271
-6% -$278K 0.93% 25
2020
Q2 		$4.61M Sell
22,301
-19,676
-47% -$3.68M 0.98% 22
2020
Q1 		$6.64M Sell
41,977
-8,217
-16% -$1.63M 1.48% 11
2019
Q4 		$10.8M Buy
50,194
+5,667
+13% +$1.15M 1.87% 9
2019
Q3 		$8.58M Sell
44,527
-1,794
-4% -$356K 1.65% 9
2019
Q2 		$9.3M Sell
46,321
-754
-2% -$149K 1.75% 10
2019
Q1 		$9.26M Sell
47,075
-425
-0.9% -$80.9K 1.9% 9
2018
Q4 		$7.98M Sell
47,500
-1,464
-3% -$273K 1.7% 10
2018
Q3 		$10.5M Buy
48,964
+1,954
+4% +$417K 2.28% 9
2018
Q2 		$9.61M Buy
47,010
+294
+0.6% +$58.8K 2.38% 9
2018
Q1 		$8.9M Buy
46,716
+3,239
+7% +$622K 2.18% 8
2017
Q4 		$8.12M Buy
43,477
+7,272
+20% +$1.33M 2.04% 8
2017
Q3 		$6.48M Sell
36,205
-3,017
-8% -$513K 1.66% 12
2017
Q2 		$6.62M Buy
+39,222
New +$6.46M 1.91% 10

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Crescent Grove Advisors's IWO Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q1 2026, selling an estimated $156K and leaving 12,952 shares worth $4.06M. The position accounts for 0.39% of the portfolio, ranked #65.

Crescent Grove Advisors first reported a position in IWO in Q2 2017 and has held it in 36 quarters since. The position peaked at $10.8M in Q4 2019. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Crescent Grove Advisors held 12,952 shares of iShares Russell 2000 Growth ETF worth $4.06M as of Q1 2026.
  • Crescent Grove Advisors sold 470 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $156K.
  • iShares Russell 2000 Growth ETF made up 0.39% of Crescent Grove Advisors's portfolio in Q1 2026, its #65 holding.
  • Crescent Grove Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • Crescent Grove Advisors's iShares Russell 2000 Growth ETF position peaked at $10.8M in Q4 2019.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.