Crescent Grove Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Crescent Grove Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	3,195 -238	-7%	-$98.1K	0.11%	126
2026 Q1	$1.27M	Hold	3,433	–	–	0.12%	124
2025 Q4	$1.33M	Sell	3,433 -535	-13%	-$205K	0.12%	109
2025 Q3	$1.5M	Sell	3,968 -55	-1%	-$20.1K	0.14%	93
2025 Q2	$1.41M	Hold	4,023	–	–	0.14%	95
2025 Q1	$1.28M	Sell	4,023 -725	-15%	-$243K	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	+$1.42M	0.16%	88

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crescent Grove Advisors's IWV Position: Q2 2026 in Review

Crescent Grove Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 6.9% in Q2 2026, selling an estimated $98.1K and leaving 3,195 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #126.

Crescent Grove Advisors first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Crescent Grove Advisors held 3,195 shares of iShares Russell 3000 ETF worth $1.36M as of Q2 2026.
Crescent Grove Advisors sold 238 iShares Russell 3000 ETF shares in Q2 2026, an estimated $98.1K.
iShares Russell 3000 ETF made up 0.11% of Crescent Grove Advisors's portfolio in Q2 2026, its #126 holding.
Crescent Grove Advisors first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
Crescent Grove Advisors's iShares Russell 3000 ETF position peaked at $1.59M in Q4 2024.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.