WCWM
IWF icon

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

Willow Creek Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.03M Sell
17,368
-200
-1% -$22.3K 0.17% 53
2025
Q2 		$1.86M Sell
17,568
-56
-0.3% -$5.36K 0.17% 55
2025
Q1 		$1.59M Sell
17,624
-280
-2% -$27.6K 0.15% 55
2024
Q4 		$1.8M Sell
17,904
-496
-3% -$48.8K 0.18% 52
2024
Q3 		$1.73M Hold
18,400
– – 0.18% 53
2024
Q2 		$1.68M Sell
18,400
-272
-1% -$23.2K 0.19% 54
2024
Q1 		$1.57M Sell
18,672
-588
-3% -$47.4K 0.18% 53
2023
Q4 		$1.46M Sell
19,260
-260
-1% -$18.4K 0.18% 55
2023
Q3 		$1.3M Hold
19,520
– – 0.19% 52
2023
Q2 		$1.34M Sell
19,520
-380
-2% -$24.2K 0.19% 54
2023
Q1 		$1.22M Hold
19,900
– – 0.19% 48
2022
Q4 		$1.07M Hold
19,900
– – 0.18% 49
2022
Q3 		$1.05M Hold
19,900
– – 0.2% 52
2022
Q2 		$1.09M Hold
19,900
– – 0.2% 49
2022
Q1 		$1.38M Hold
19,900
– – 0.28% 42
2021
Q4 		$1.52M Hold
19,900
– – 0.31% 37
2021
Q3 		$1.36M Hold
19,900
– – 0.3% 35
2021
Q2 		$1.35M Sell
19,900
-1,200
-6% -$77.4K 0.32% 32
2021
Q1 		$1.28M Sell
21,100
-892
-4% -$54.3K 0.47% 24
2020
Q4 		$1.33M Sell
21,992
-2,480
-10% -$141K 0.5% 23
2020
Q3 		$1.33M Buy
24,472
+632
+3% +$33.3K 0.55% 21
2020
Q2 		$1.14M Sell
23,840
-1,592
-6% -$70.2K 0.51% 21
2020
Q1 		$958K Sell
25,432
-128
-0.5% -$5.52K 0.48% 22
2019
Q4 		$1.12M Buy
25,560
+396
+2% +$16.5K 0.51% 23
2019
Q3 		$1M Sell
25,164
-120
-0.5% -$4.81K 0.47% 22
2019
Q2 		$995K Sell
25,284
-772
-3% -$29.9K 0.48% 23
2019
Q1 		$986K Sell
26,056
-196
-0.7% -$7.04K 0.5% 21
2018
Q4 		$859K Buy
26,252
+552
+2% +$19.5K 0.46% 22
2018
Q3 		$1M Sell
25,700
-1,396
-5% -$52.9K 0.56% 18
2018
Q2 		$974K Sell
27,096
-244
-0.9% -$8.61K 0.55% 17
2018
Q1 		$930K Buy
+27,340
New +$958K 0.5% 20

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q3 2025, selling an estimated $22.3K and leaving 17,368 shares worth $2.03M. The position accounts for 0.17% of the portfolio, ranked #53.

Willow Creek Wealth Management first reported a position in IWF in Q1 2018 and has held it in 31 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Willow Creek Wealth Management held 17,368 shares of iShares Russell 1000 Growth ETF worth $2.03M as of Q3 2025.
  • Willow Creek Wealth Management sold 200 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $22.3K.
  • iShares Russell 1000 Growth ETF made up 0.17% of Willow Creek Wealth Management's portfolio in Q3 2025, its #53 holding.
  • Willow Creek Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 31 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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