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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Buy |
24,246
+2,465
| +11% | +$246K | 0.23% | 80 |
|
|
2025
Q4 | $2.1M | Buy |
21,781
+1,357
| +7% | +$130K | 0.19% | 80 |
|
|
2025
Q3 | $1.97M | Sell |
20,424
-27
| -0.1% | -$2.56K | 0.19% | 82 |
|
|
2025
Q2 | $1.88M | Buy |
20,451
+995
| +5% | +$86K | 0.18% | 82 |
|
|
2025
Q1 | $1.66M | Buy |
19,456
+628
| +3% | +$56K | 0.17% | 82 |
|
|
2024
Q4 | $1.66M | Buy |
18,828
+4,005
| +27% | +$364K | 0.17% | 85 |
|
|
2024
Q3 | $1.31M | Hold |
14,823
| – | – | 0.13% | 106 |
|
|
2024
Q2 | $1.2M | Buy |
14,823
+7
| +0% | +$570 | 0.13% | 103 |
|
|
2024
Q1 | $1.25M | Hold |
14,816
| – | – | 0.13% | 107 |
|
|
2023
Q4 | $1.15M | Sell |
14,816
-421
| -3% | -$29.9K | 0.13% | 104 |
|
|
2023
Q3 | $1.06M | Sell |
15,237
-58
| -0.4% | -$4.23K | 0.13% | 110 |
|
|
2023
Q2 | $1.12M | Sell |
15,295
-1,353
| -8% | -$94.1K | 0.12% | 107 |
|
|
2023
Q1 | $1.16M | Sell |
16,648
-1,273
| -7% | -$89.9K | 0.14% | 96 |
|
|
2022
Q4 | $1.21M | Hold |
17,921
| – | – | 0.13% | 102 |
|
|
2022
Q3 | $1.11M | Sell |
17,921
-1,034
| -5% | -$71.1K | 0.13% | 89 |
|
|
2022
Q2 | $1.23M | Buy |
18,955
+410
| +2% | +$29.2K | 0.13% | 88 |
|
|
2022
Q1 | $1.45M | Sell |
18,545
-684
| -4% | -$52.6K | 0.14% | 83 |
|
|
2021
Q4 | $1.6M | Hold |
19,229
| – | – | 0.15% | 78 |
|
|
2021
Q3 | $1.5M | Hold |
19,229
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $1.52M | Buy |
19,229
+976
| +5% | +$75.7K | 0.16% | 73 |
|
|
2021
Q1 | $1.35M | Hold |
18,253
| – | – | 0.16% | 70 |
|
|
2020
Q4 | $1.25M | Buy |
18,253
+35
| +0.2% | +$2.23K | 0.16% | 68 |
|
|
2020
Q3 | $1.04M | Sell |
18,218
-654
| -3% | -$37.2K | 0.21% | 65 |
|
|
2020
Q2 | $1.01M | Buy |
18,872
+129
| +0.7% | +$6.47K | 0.21% | 61 |
|
|
2020
Q1 | $809K | Buy |
18,743
+10,967
| +141% | +$604K | 0.18% | 57 |
|
|
2019
Q4 | $464K | Hold |
7,776
| – | – | 0.08% | 96 |
|
|
2019
Q3 | $435K | Buy |
7,776
+1,324
| +21% | +$74K | 0.08% | 93 |
|
|
2019
Q2 | $360K | Buy |
6,452
+1,136
| +21% | +$62.3K | 0.07% | 104 |
|
|
2019
Q1 | $287K | Sell |
5,316
-81,988
| -94% | -$4.25M | 0.06% | 122 |
|
|
2018
Q4 | $4.06M | Buy |
87,304
+7,480
| +9% | +$377K | 0.87% | 28 |
|
|
2018
Q3 | $4.42M | Buy |
79,824
+7,844
| +11% | +$430K | 0.96% | 20 |
|
|
2018
Q2 | $3.82M | Buy |
71,980
+3,268
| +5% | +$172K | 0.95% | 22 |
|
|
2018
Q1 | $3.55M | Buy |
68,712
+9,628
| +16% | +$507K | 0.87% | 23 |
|
|
2017
Q4 | $3.07M | Sell |
59,084
-596
| -1% | -$30.3K | 0.77% | 24 |
|
|
2017
Q3 | $2.94M | Buy |
59,680
+28,044
| +89% | +$1.35M | 0.75% | 25 |
|
|
2017
Q2 | $1.52M | Buy |
+31,636
| New | +$1.5M | 0.44% | 37 |
|
Other funds holding IWR
Crescent Grove Advisors's IWR Position: Q1 2026 in Review
Crescent Grove Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q1 2026, buying an estimated $246K and bringing the position to 24,246 shares worth $2.36M. The position accounts for 0.23% of the portfolio, ranked #80.
Crescent Grove Advisors first reported a position in IWR in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.42M in Q3 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Crescent Grove Advisors held 24,246 shares of iShares Russell Mid-Cap ETF worth $2.36M as of Q1 2026.
- Crescent Grove Advisors bought 2,465 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $246K.
- iShares Russell Mid-Cap ETF made up 0.23% of Crescent Grove Advisors's portfolio in Q1 2026, its #80 holding.
- Crescent Grove Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Crescent Grove Advisors's iShares Russell Mid-Cap ETF position peaked at $4.42M in Q3 2018.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.