Willow Creek Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
4,392
-14
| -0.3% | -$5.94K | 0.17% | 55 |
|
|
2025
Q1 | $1.59M | Sell |
4,406
-70
| -2% | -$25.3K | 0.15% | 55 |
|
|
2024
Q4 | $1.8M | Sell |
4,476
-124
| -3% | -$49.8K | 0.18% | 52 |
|
|
2024
Q3 | $1.73M | Hold |
4,600
| – | – | 0.18% | 53 |
|
|
2024
Q2 | $1.68M | Sell |
4,600
-68
| -1% | -$24.8K | 0.19% | 54 |
|
|
2024
Q1 | $1.57M | Sell |
4,668
-147
| -3% | -$49.5K | 0.18% | 53 |
|
|
2023
Q4 | $1.46M | Sell |
4,815
-65
| -1% | -$19.7K | 0.18% | 55 |
|
|
2023
Q3 | $1.3M | Hold |
4,880
| – | – | 0.19% | 52 |
|
|
2023
Q2 | $1.34M | Sell |
4,880
-95
| -2% | -$26.1K | 0.19% | 54 |
|
|
2023
Q1 | $1.22M | Hold |
4,975
| – | – | 0.19% | 48 |
|
|
2022
Q4 | $1.07M | Hold |
4,975
| – | – | 0.18% | 49 |
|
|
2022
Q3 | $1.05M | Hold |
4,975
| – | – | 0.2% | 52 |
|
|
2022
Q2 | $1.09M | Hold |
4,975
| – | – | 0.2% | 49 |
|
|
2022
Q1 | $1.38M | Hold |
4,975
| – | – | 0.28% | 42 |
|
|
2021
Q4 | $1.52M | Hold |
4,975
| – | – | 0.31% | 37 |
|
|
2021
Q3 | $1.36M | Hold |
4,975
| – | – | 0.3% | 35 |
|
|
2021
Q2 | $1.35M | Sell |
4,975
-300
| -6% | -$81.5K | 0.32% | 32 |
|
|
2021
Q1 | $1.28M | Sell |
5,275
-223
| -4% | -$54.2K | 0.47% | 24 |
|
|
2020
Q4 | $1.33M | Sell |
5,498
-620
| -10% | -$150K | 0.5% | 23 |
|
|
2020
Q3 | $1.33M | Buy |
6,118
+158
| +3% | +$34.3K | 0.55% | 21 |
|
|
2020
Q2 | $1.14M | Sell |
5,960
-398
| -6% | -$76.4K | 0.51% | 21 |
|
|
2020
Q1 | $958K | Sell |
6,358
-32
| -0.5% | -$4.82K | 0.48% | 22 |
|
|
2019
Q4 | $1.12M | Buy |
6,390
+99
| +2% | +$17.4K | 0.51% | 23 |
|
|
2019
Q3 | $1M | Sell |
6,291
-30
| -0.5% | -$4.79K | 0.47% | 22 |
|
|
2019
Q2 | $995K | Sell |
6,321
-193
| -3% | -$30.4K | 0.48% | 23 |
|
|
2019
Q1 | $986K | Sell |
6,514
-49
| -0.7% | -$7.42K | 0.5% | 21 |
|
|
2018
Q4 | $859K | Buy |
6,563
+138
| +2% | +$18.1K | 0.46% | 22 |
|
|
2018
Q3 | $1M | Sell |
6,425
-349
| -5% | -$54.4K | 0.56% | 18 |
|
|
2018
Q2 | $974K | Sell |
6,774
-61
| -0.9% | -$8.77K | 0.55% | 17 |
|
|
2018
Q1 | $930K | Buy |
+6,835
| New | +$930K | 0.5% | 20 |
|