Willow Creek Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$415K	Sell	1,135 -42	-4%	-$14.8K	0.03%	117
2025 Q2	$400K	Hold	1,177	–	–	0.04%	113
2025 Q1	$361K	Sell	1,177 -42	-3%	-$13.6K	0.04%	111
2024 Q4	$393K	Hold	1,219	–	–	0.04%	102
2024 Q3	$383K	Buy	1,219 +131	+12%	+$39.7K	0.04%	108
2024 Q2	$324K	Sell	1,088 -102	-9%	-$29.3K	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%	-$11.7K	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%	-$3.95K	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%	-$15.3K	0.07%	86
2021 Q1	$296K	Sell	1,322 -59	-4%	-$12.9K	0.11%	71
2020 Q4	$293K	Buy	+1,381	New	+$276K	0.11%	66

Other funds holding IWB

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.6% in Q3 2025, selling an estimated $14.8K and leaving 1,135 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #117.

Willow Creek Wealth Management first reported a position in IWB in Q4 2020 and has held it in 20 quarters since. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

Willow Creek Wealth Management held 1,135 shares of iShares Russell 1000 ETF worth $415K as of Q3 2025.
Willow Creek Wealth Management sold 42 iShares Russell 1000 ETF shares in Q3 2025, an estimated $14.8K.
iShares Russell 1000 ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #117 holding.
Willow Creek Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 20 quarters since.
1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

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