Willow Creek Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Sell |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $355K | Hold |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $239K | Hold |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $225K | Buy |
|