Willow Creek Wealth Management
CSM icon

Willow Creek Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Willow Creek Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$478K Sell
5,513
-109
-2% -$9.5K 0.03% 128
2026
Q2 		$479K Buy
+5,622
New +$468K 0.03% 129
2025
Q3 		$566K Buy
+7,389
New +$542K 0.05% 100

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Willow Creek Wealth Management's CSM Position: Q3 2026 in Review

Willow Creek Wealth Management reduced its ProShares Large Cap Core Plus (CSM) stake by 1.9% in Q3 2026, selling an estimated $9.5K and leaving 5,513 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #128.

Willow Creek Wealth Management first reported a position in CSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $566K in Q3 2025. 55 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

  • Willow Creek Wealth Management held 5,513 shares of ProShares Large Cap Core Plus worth $478K as of Q3 2026.
  • Willow Creek Wealth Management sold 109 ProShares Large Cap Core Plus shares in Q3 2026, an estimated $9.5K.
  • ProShares Large Cap Core Plus made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Willow Creek Wealth Management first reported a position in ProShares Large Cap Core Plus in Q3 2025 and has held it in 3 quarters since.
  • Willow Creek Wealth Management's ProShares Large Cap Core Plus position peaked at $566K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on Willow Creek Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.