Crescent Grove Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Hold |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $752K | Hold |
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|
2024
Q3 | $769K | Hold |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $586K | Hold |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $653K | Hold |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $668K | Hold |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $538K | Hold |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $689K | Hold |
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|
2018
Q2 | $671K | Sell |
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|
2018
Q1 | $687K | Hold |
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|
2017
Q4 | $709K | Hold |
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|
2017
Q3 | $675K | Hold |
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|
2017
Q2 | $668K | Buy |
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