Willow Creek Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Hold |
|
|||||
|
2025
Q1 | $872K | Hold |
|
|||||
|
2024
Q4 | $858K | Sell |
|
|||||
|
2024
Q3 | $888K | Hold |
|
|||||
|
2024
Q2 | $816K | Sell |
|
|||||
|
2024
Q1 | $843K | Hold |
|
|||||
|
2023
Q4 | $778K | Hold |
|
|||||
|
2023
Q3 | $715K | Sell |
|
|||||
|
2023
Q2 | $765K | Hold |
|
|||||
|
2023
Q1 | $738K | Hold |
|
|||||
|
2022
Q4 | $735K | Hold |
|
|||||
|
2022
Q3 | $659K | Hold |
|
|||||
|
2022
Q2 | $703K | Buy |
|
|||||
|
2022
Q1 | $797K | Hold |
|
|||||
|
2021
Q4 | $806K | Hold |
|
|||||
|
2021
Q3 | $751K | Sell |
|
|||||
|
2021
Q2 | $791K | Buy |
|
|||||
|
2021
Q1 | $754K | Hold |
|
|||||
|
2020
Q4 | $681K | Buy |
|
|||||
|
2020
Q3 | $556K | Hold |
|
|||||
|
2020
Q2 | $530K | Hold |
|
|||||
|
2020
Q1 | $467K | Sell |
|
|||||
|
2019
Q4 | $755K | Sell |
|
|||||
|
2019
Q3 | $713K | Sell |
|
|||||
|
2019
Q2 | $714K | Hold |
|
|||||
|
2019
Q1 | $693K | Hold |
|
|||||
|
2018
Q4 | $623K | Buy |
|
|||||
|
2018
Q3 | $657K | Sell |
|
|||||
|
2018
Q2 | $661K | Buy |
|
|||||
|
2018
Q1 | $622K | Buy |
|