Crescent Grove Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.31M | Hold |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.6M | Hold |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.35M | Hold |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $464K | Hold |
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|
2019
Q3 | $435K | Buy |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $4.06M | Buy |
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|
2018
Q3 | $4.42M | Buy |
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|
2018
Q2 | $3.82M | Buy |
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|
2018
Q1 | $3.55M | Buy |
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|
2017
Q4 | $3.07M | Sell |
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|
2017
Q3 | $2.94M | Buy |
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|
2017
Q2 | $1.52M | Buy |
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