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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$944K	Hold	4,635	–	–	0.08%	81
2025 Q2	$900K	Hold	4,635	–	–	0.08%	74
2025 Q1	$872K	Hold	4,635	–	–	0.08%	68
2024 Q4	$858K	Sell	4,635 -44	-0.9%	-$8.44K	0.09%	68
2024 Q3	$888K	Hold	4,679	–	–	0.09%	68
2024 Q2	$816K	Sell	4,679 -29	-0.6%	-$5.07K	0.09%	67
2024 Q1	$843K	Hold	4,708	–	–	0.1%	66
2023 Q4	$778K	Hold	4,708	–	–	0.1%	66
2023 Q3	$715K	Sell	4,708 -141	-3%	-$22.4K	0.11%	65
2023 Q2	$765K	Hold	4,849	–	–	0.11%	67
2023 Q1	$738K	Hold	4,849	–	–	0.11%	61
2022 Q4	$735K	Hold	4,849	–	–	0.12%	56
2022 Q3	$659K	Hold	4,849	–	–	0.13%	61
2022 Q2	$703K	Buy	4,849 +49	+1%	+$7.67K	0.13%	60
2022 Q1	$797K	Hold	4,800	–	–	0.16%	51
2021 Q4	$806K	Hold	4,800	–	–	0.17%	50
2021 Q3	$751K	Sell	4,800 -188	-4%	-$30.1K	0.17%	45
2021 Q2	$791K	Buy	4,988 +10	+0.2%	+$1.58K	0.19%	41
2021 Q1	$754K	Hold	4,978	–	–	0.28%	30
2020 Q4	$681K	Buy	4,978 +268	+6%	+$34.4K	0.26%	32
2020 Q3	$556K	Hold	4,710	–	–	0.23%	32
2020 Q2	$530K	Hold	4,710	–	–	0.24%	33
2020 Q1	$467K	Sell	4,710 -819	-15%	-$102K	0.24%	33
2019 Q4	$755K	Sell	5,529 -29	-0.5%	-$3.82K	0.34%	28
2019 Q3	$713K	Sell	5,558 -55	-1%	-$6.99K	0.33%	28
2019 Q2	$714K	Hold	5,613	–	–	0.34%	29
2019 Q1	$693K	Hold	5,613	–	–	0.35%	28
2018 Q4	$623K	Buy	5,613 +428	+8%	+$51.3K	0.33%	28
2018 Q3	$657K	Sell	5,185 -259	-5%	-$32.5K	0.37%	26
2018 Q2	$661K	Buy	5,444 +259	+5%	+$31.5K	0.37%	25
2018 Q1	$622K	Buy	+5,185	New	+$646K	0.33%	29

Other funds holding IWD

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Willow Creek Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 4,635 shares worth $944K. The position accounts for 0.08% of the portfolio, ranked #81.

Willow Creek Wealth Management first reported a position in IWD in Q1 2018 and has held it in 31 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Willow Creek Wealth Management held 4,635 shares of iShares Russell 1000 Value ETF worth $944K as of Q3 2025.
Willow Creek Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
iShares Russell 1000 Value ETF made up 0.08% of Willow Creek Wealth Management's portfolio in Q3 2025, its #81 holding.
Willow Creek Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 31 quarters since.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

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