Willow Creek Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
1,154
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $367K | Buy |
1,154
+45
| +4% | +$14.3K | 0.04% | 110 |
|
|
2024
Q4 | $371K | Hold |
1,109
| – | – | 0.04% | 110 |
|
|
2024
Q3 | $362K | Sell |
1,109
-55
| -5% | -$18K | 0.04% | 114 |
|
|
2024
Q2 | $359K | Buy |
1,164
+5
| +0.4% | +$1.54K | 0.04% | 106 |
|
|
2024
Q1 | $348K | Hold |
1,159
| – | – | 0.04% | 112 |
|
|
2023
Q4 | $317K | Hold |
1,159
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $284K | Hold |
1,159
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $295K | Sell |
1,159
-62
| -5% | -$15.8K | 0.04% | 118 |
|
|
2023
Q1 | $287K | Hold |
1,221
| – | – | 0.04% | 107 |
|
|
2022
Q4 | $269K | Hold |
1,221
| – | – | 0.04% | 104 |
|
|
2022
Q3 | $253K | Hold |
1,221
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $265K | Sell |
1,221
-42
| -3% | -$9.12K | 0.05% | 101 |
|
|
2022
Q1 | $331K | Hold |
1,263
| – | – | 0.07% | 85 |
|
|
2021
Q4 | $350K | Hold |
1,263
| – | – | 0.07% | 87 |
|
|
2021
Q3 | $322K | Sell |
1,263
-45
| -3% | -$11.5K | 0.07% | 83 |
|
|
2021
Q2 | $335K | Hold |
1,308
| – | – | 0.08% | 79 |
|
|
2021
Q1 | $310K | Hold |
1,308
| – | – | 0.11% | 69 |
|
|
2020
Q4 | $292K | Sell |
1,308
-94
| -7% | -$21K | 0.11% | 68 |
|
|
2020
Q3 | $274K | Hold |
1,402
| – | – | 0.11% | 63 |
|
|
2020
Q2 | $252K | Hold |
1,402
| – | – | 0.11% | 60 |
|
|
2020
Q1 | $208K | Sell |
1,402
-42
| -3% | -$6.23K | 0.1% | 62 |
|
|
2019
Q4 | $272K | Hold |
1,444
| – | – | 0.12% | 63 |
|
|
2019
Q3 | $251K | Hold |
1,444
| – | – | 0.12% | 71 |
|
|
2019
Q2 | $249K | Sell |
1,444
-36
| -2% | -$6.21K | 0.12% | 69 |
|
|
2019
Q1 | $247K | Hold |
1,480
| – | – | 0.12% | 63 |
|
|
2018
Q4 | $217K | Hold |
1,480
| – | – | 0.12% | 61 |
|
|
2018
Q3 | $255K | Sell |
1,480
-40
| -3% | -$6.89K | 0.14% | 56 |
|
|
2018
Q2 | $247K | Hold |
1,520
| – | – | 0.14% | 55 |
|
|
2018
Q1 | $238K | Buy |
+1,520
| New | +$238K | 0.13% | 59 |
|