Willow Creek Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $343K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $293K | Buy |
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