Willow Creek Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Willow Creek Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$611K	Hold	5,145	–	–	0.05%	97
2025 Q2	$562K	Sell	5,145 -660	-11%	-$68.2K	0.05%	92
2025 Q1	$607K	Sell	5,805 -222	-4%	-$25.1K	0.06%	83
2024 Q4	$694K	Hold	6,027	–	–	0.07%	76
2024 Q3	$705K	Hold	6,027	–	–	0.07%	76
2024 Q2	$643K	Buy	6,027 +660	+12%	+$70.6K	0.07%	75
2024 Q1	$593K	Hold	5,367	–	–	0.07%	77
2023 Q4	$581K	Hold	5,367	–	–	0.07%	76
2023 Q3	$506K	Hold	5,367	–	–	0.08%	75
2023 Q2	$535K	Hold	5,367	–	–	0.08%	81
2023 Q1	$519K	Sell	5,367 -239	-4%	-$23.9K	0.08%	74
2022 Q4	$531K	Buy	5,606 +272	+5%	+$26.1K	0.09%	70
2022 Q3	$465K	Hold	5,334	–	–	0.09%	69
2022 Q2	$493K	Hold	5,334	–	–	0.09%	67
2022 Q1	$575K	Sell	5,334 -196	-4%	-$21.2K	0.12%	58
2021 Q4	$633K	Hold	5,530	–	–	0.13%	55
2021 Q3	$604K	Hold	5,530	–	–	0.13%	49
2021 Q2	$625K	Sell	5,530 -270	-5%	-$30.1K	0.15%	47
2021 Q1	$629K	Sell	5,800 -1,722	-23%	-$180K	0.23%	34
2020 Q4	$691K	Buy	7,522 +180	+2%	+$14.8K	0.26%	31
2020 Q3	$516K	Buy	+7,342	New	+$526K	0.21%	34

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willow Creek Wealth Management's IJR Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2025 at 5,145 shares worth $611K. The position accounts for 0.05% of the portfolio, ranked #97.

Willow Creek Wealth Management first reported a position in IJR in Q3 2020 and has held it in 21 quarters since. The position peaked at $705K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Willow Creek Wealth Management held 5,145 shares of iShares Core S&P Small-Cap ETF worth $611K as of Q3 2025.
Willow Creek Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Small-Cap ETF made up 0.05% of Willow Creek Wealth Management's portfolio in Q3 2025, its #97 holding.
Willow Creek Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and has held it in 21 quarters since.
Willow Creek Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $705K in Q3 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.