Willow Creek Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Sell	3,187 -366	-10%	-$34.7K	0.03%	145
2025 Q2	$327K	Sell	3,553 -537	-13%	-$46.4K	0.03%	128
2025 Q1	$348K	Sell	4,090 -216	-5%	-$19.3K	0.03%	113
2024 Q4	$381K	Buy	4,306 +33	+0.8%	+$3K	0.04%	105
2024 Q3	$377K	Hold	4,273	–	–	0.04%	111
2024 Q2	$346K	Hold	4,273	–	–	0.04%	108
2024 Q1	$359K	Sell	4,273 -265	-6%	-$21K	0.04%	108
2023 Q4	$353K	Buy	4,538 +265	+6%	+$18.8K	0.04%	101
2023 Q3	$296K	Hold	4,273	–	–	0.04%	107
2023 Q2	$312K	Hold	4,273	–	–	0.04%	113
2023 Q1	$299K	Sell	4,273 -423	-9%	-$29.9K	0.05%	103
2022 Q4	$317K	Buy	4,696 +423	+10%	+$28.5K	0.05%	98
2022 Q3	$266K	Hold	4,273	–	–	0.05%	96
2022 Q2	$276K	Hold	4,273	–	–	0.05%	97
2022 Q1	$333K	Hold	4,273	–	–	0.07%	84
2021 Q4	$355K	Hold	4,273	–	–	0.07%	81
2021 Q3	$334K	Hold	4,273	–	–	0.07%	81
2021 Q2	$339K	Hold	4,273	–	–	0.08%	78
2021 Q1	$316K	Hold	4,273	–	–	0.12%	66
2020 Q4	$293K	Hold	4,273	–	–	0.11%	67
2020 Q3	$245K	Hold	4,273	–	–	0.1%	71
2020 Q2	$229K	Buy	+4,273	New	+$214K	0.1%	67
2020 Q1	–	Sell	-4,273	Closed	-$255K	–	74
2019 Q4	$255K	Hold	4,273	–	–	0.12%	66
2019 Q3	$239K	Hold	4,273	–	–	0.11%	73
2019 Q2	$239K	Hold	4,273	–	–	0.11%	72
2019 Q1	$231K	Buy	+4,273	New	+$221K	0.12%	67
2018 Q4	–	Sell	-4,156	Closed	-$229K	–	73
2018 Q3	$229K	Hold	4,156	–	–	0.13%	62
2018 Q2	$220K	Sell	4,156 -196	-5%	-$10.3K	0.12%	62
2018 Q1	$225K	Buy	+4,352	New	+$229K	0.12%	63

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q3 2025, selling an estimated $34.7K and leaving 3,187 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #145.

Willow Creek Wealth Management first reported a position in IWR in Q1 2018 and has held it in 29 quarters since. The position peaked at $381K in Q4 2024. 1,429 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Willow Creek Wealth Management held 3,187 shares of iShares Russell Mid-Cap ETF worth $308K as of Q3 2025.
Willow Creek Wealth Management sold 366 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $34.7K.
iShares Russell Mid-Cap ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #145 holding.
Willow Creek Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 29 quarters since.
Willow Creek Wealth Management's iShares Russell Mid-Cap ETF position peaked at $381K in Q4 2024.
1,429 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

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