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Willow Creek Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Willow Creek Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.05M Hold
9,496
– – 0.09% 77
2025
Q2 		$945K Hold
9,496
– – 0.09% 72
2025
Q1 		$926K Hold
9,496
– – 0.09% 64
2024
Q4 		$1.03M Sell
9,496
-51
-0.5% -$5.65K 0.11% 63
2024
Q3 		$1.03M Hold
9,547
– – 0.11% 62
2024
Q2 		$929K Sell
9,547
-38
-0.4% -$3.73K 0.11% 63
2024
Q1 		$985K Hold
9,585
– – 0.12% 62
2023
Q4 		$988K Sell
9,585
-228
-2% -$20.8K 0.12% 62
2023
Q3 		$876K Hold
9,813
– – 0.13% 61
2023
Q2 		$933K Hold
9,813
– – 0.13% 60
2023
Q1 		$918K Hold
9,813
– – 0.14% 55
2022
Q4 		$896K Sell
9,813
-104
-1% -$9.58K 0.15% 53
2022
Q3 		$818K Hold
9,917
– – 0.16% 57
2022
Q2 		$883K Sell
9,917
-532
-5% -$51K 0.16% 55
2022
Q1 		$1.07M Sell
10,449
-54
-0.5% -$5.5K 0.22% 45
2021
Q4 		$1.1M Hold
10,503
– – 0.23% 41
2021
Q3 		$1.06M Sell
10,503
-446
-4% -$45K 0.23% 38
2021
Q2 		$1.15M Sell
10,949
-18
-0.2% -$1.88K 0.28% 35
2021
Q1 		$1.1M Sell
10,967
-203
-2% -$19.2K 0.41% 26
2020
Q4 		$908K Hold
11,170
– – 0.34% 28
2020
Q3 		$684K Sell
11,170
-152
-1% -$9.56K 0.28% 29
2020
Q2 		$681K Hold
11,322
– – 0.31% 28
2020
Q1 		$566K Sell
11,322
-70
-0.6% -$4.85K 0.28% 29
2019
Q4 		$916K Buy
11,392
+48
+0.4% +$3.72K 0.42% 25
2019
Q3 		$852K Hold
11,344
– – 0.39% 25
2019
Q2 		$843K Hold
11,344
– – 0.4% 24
2019
Q1 		$837K Sell
11,344
-194
-2% -$14.3K 0.42% 24
2018
Q4 		$761K Sell
11,538
-14
-0.1% -$1.04K 0.4% 25
2018
Q3 		$964K Sell
11,552
-182
-2% -$15.4K 0.54% 21
2018
Q2 		$958K Sell
11,734
-60
-0.5% -$4.8K 0.54% 18
2018
Q1 		$890K Buy
+11,794
New +$907K 0.48% 21

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Willow Creek Wealth Management held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2025 at 9,496 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #77.

Willow Creek Wealth Management first reported a position in IJS in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.15M in Q2 2021. 795 funds tracked by Wall St. Rank hold IJS as of Q3 2025.

  • Willow Creek Wealth Management held 9,496 shares of iShares S&P Small-Cap 600 Value ETF worth $1.05M as of Q3 2025.
  • Willow Creek Wealth Management left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2025.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Willow Creek Wealth Management's portfolio in Q3 2025, its #77 holding.
  • Willow Creek Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $1.15M in Q2 2021.
  • 795 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2025.

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