Willow Creek Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$434K	Sell	1,144 -10	-0.9%	-$3.65K	0.04%	116
2025 Q2	$405K	Hold	1,154	–	–	0.04%	112
2025 Q1	$367K	Buy	1,154 +45	+4%	+$15.1K	0.04%	110
2024 Q4	$371K	Hold	1,109	–	–	0.04%	110
2024 Q3	$362K	Sell	1,109 -55	-5%	-$17.3K	0.04%	114
2024 Q2	$359K	Buy	1,164 +5	+0.4%	+$1.49K	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%	-$14.9K	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%	-$9.95K	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%	-$11.8K	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%	-$19.7K	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%	-$7.47K	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%	-$6.11K	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%	-$6.78K	0.14%	56
2018 Q2	$247K	Hold	1,520	–	–	0.14%	55
2018 Q1	$238K	Buy	+1,520	New	+$246K	0.13%	59