CAG
Crestwood Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
43,437
+36
| +0.1% | +$12.6K | 0.27% | 80 |
|
|
2025
Q1 | $13.8M | Buy |
43,401
+35
| +0.1% | +$11.1K | 0.26% | 80 |
|
|
2024
Q4 | $14.5M | Buy |
43,366
+42
| +0.1% | +$14K | 0.27% | 75 |
|
|
2024
Q3 | $14.2M | Buy |
43,324
+45
| +0.1% | +$14.7K | 0.27% | 76 |
|
|
2024
Q2 | $13.4M | Buy |
+43,279
| New | +$13.4M | 0.28% | 74 |
|
|
2024
Q1 | – | Sell |
-1,593
| Closed | -$436K | – | 425 |
|
|
2023
Q4 | $436K | Buy |
+1,593
| New | +$436K | 0.01% | 275 |
|