CGA
Crescent Grove Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
4,023
| – | – | 0.14% | 95 |
|
|
2025
Q1 | $1.28M | Sell |
4,023
-725
| -15% | -$230K | 0.13% | 99 |
|
|
2024
Q4 | $1.59M | Hold |
4,748
| – | – | 0.16% | 88 |
|
|
2024
Q3 | $1.55M | Hold |
4,748
| – | – | 0.16% | 92 |
|
|
2024
Q2 | $1.47M | Buy |
+4,748
| New | +$1.47M | 0.16% | 88 |
|