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Willow Creek Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Willow Creek Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.15M Buy
3,208
+158
+5% +$102K 0.18% 50
2025
Q2 		$1.89M Sell
3,050
-45
-1% -$25.8K 0.17% 53
2025
Q1 		$1.74M Sell
3,095
-60
-2% -$35.4K 0.17% 53
2024
Q4 		$1.86M Sell
3,155
-80
-2% -$47.4K 0.19% 51
2024
Q3 		$1.87M Sell
3,235
-424
-12% -$236K 0.2% 50
2024
Q2 		$2M Sell
3,659
-2
-0.1% -$1.05K 0.23% 49
2024
Q1 		$1.93M Sell
3,661
-185
-5% -$92.6K 0.23% 48
2023
Q4 		$1.84M Buy
3,846
+139
+4% +$62.2K 0.23% 47
2023
Q3 		$1.59M Sell
3,707
-20
-0.5% -$8.95K 0.24% 45
2023
Q2 		$1.66M Sell
3,727
-43
-1% -$18.1K 0.24% 48
2023
Q1 		$1.55M Sell
3,770
-162
-4% -$64.9K 0.24% 43
2022
Q4 		$1.51M Buy
3,932
+284
+8% +$110K 0.25% 43
2022
Q3 		$1.31M Buy
3,648
+2
+0.1% +$799 0.25% 49
2022
Q2 		$1.38M Buy
3,646
+1
+0% +$411 0.26% 42
2022
Q1 		$1.65M Sell
3,645
-583
-14% -$261K 0.33% 37
2021
Q4 		$2.02M Sell
4,228
-15
-0.4% -$6.91K 0.42% 30
2021
Q3 		$1.83M Sell
4,243
-34
-0.8% -$15.1K 0.41% 29
2021
Q2 		$1.84M Buy
4,277
+26
+0.6% +$10.9K 0.44% 26
2021
Q1 		$1.69M Buy
4,251
+165
+4% +$63.9K 0.62% 20
2020
Q4 		$1.53M Sell
4,086
-223
-5% -$79.4K 0.58% 21
2020
Q3 		$1.45M Sell
4,309
-347
-7% -$115K 0.6% 20
2020
Q2 		$1.44M Buy
4,656
+1
+0% +$294 0.65% 19
2020
Q1 		$1.2M Sell
4,655
-214
-4% -$65.6K 0.61% 19
2019
Q4 		$1.57M Sell
4,869
-38
-0.8% -$11.8K 0.72% 18
2019
Q3 		$1.47M Buy
4,907
+476
+11% +$141K 0.68% 17
2019
Q2 		$1.31M Sell
4,431
-943
-18% -$273K 0.63% 20
2019
Q1 		$1.53M Buy
5,374
+20
+0.4% +$5.47K 0.77% 16
2018
Q4 		$1.35M Sell
5,354
-54
-1% -$14.7K 0.72% 15
2018
Q3 		$1.58M Sell
5,408
-126
-2% -$36.1K 0.88% 10
2018
Q2 		$1.51M Sell
5,534
-264
-5% -$71.8K 0.85% 10
2018
Q1 		$1.54M Buy
+5,798
New +$1.59M 0.82% 14

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Willow Creek Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q3 2025, buying an estimated $102K and bringing the position to 3,208 shares worth $2.15M. The position accounts for 0.18% of the portfolio, ranked #50.

Willow Creek Wealth Management first reported a position in IVV in Q1 2018 and has held it in 31 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Willow Creek Wealth Management held 3,208 shares of iShares Core S&P 500 ETF worth $2.15M as of Q3 2025.
  • Willow Creek Wealth Management bought 158 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $102K.
  • iShares Core S&P 500 ETF made up 0.18% of Willow Creek Wealth Management's portfolio in Q3 2025, its #50 holding.
  • Willow Creek Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

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