Willow Creek Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
1,177
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $361K | Sell |
1,177
-42
| -3% | -$12.9K | 0.04% | 111 |
|
|
2024
Q4 | $393K | Hold |
1,219
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $383K | Buy |
1,219
+131
| +12% | +$41.2K | 0.04% | 108 |
|
|
2024
Q2 | $324K | Sell |
1,088
-102
| -9% | -$30.3K | 0.04% | 114 |
|
|
2024
Q1 | $343K | Hold |
1,190
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $312K | Hold |
1,190
| – | – | 0.04% | 111 |
|
|
2023
Q3 | $280K | Hold |
1,190
| – | – | 0.04% | 113 |
|
|
2023
Q2 | $290K | Sell |
1,190
-51
| -4% | -$12.4K | 0.04% | 119 |
|
|
2023
Q1 | $280K | Hold |
1,241
| – | – | 0.04% | 109 |
|
|
2022
Q4 | $261K | Hold |
1,241
| – | – | 0.04% | 109 |
|
|
2022
Q3 | $245K | Hold |
1,241
| – | – | 0.05% | 102 |
|
|
2022
Q2 | $258K | Hold |
1,241
| – | – | 0.05% | 103 |
|
|
2022
Q1 | $310K | Sell |
1,241
-16
| -1% | -$4K | 0.06% | 89 |
|
|
2021
Q4 | $332K | Hold |
1,257
| – | – | 0.07% | 90 |
|
|
2021
Q3 | $304K | Hold |
1,257
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $304K | Sell |
1,257
-65
| -5% | -$15.7K | 0.07% | 86 |
|
|
2021
Q1 | $296K | Sell |
1,322
-59
| -4% | -$13.2K | 0.11% | 71 |
|
|
2020
Q4 | $293K | Buy |
+1,381
| New | +$293K | 0.11% | 66 |
|