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

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

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

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.87% in Q3 2025, selling an estimated $3.65K and leaving 1,144 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #116.

Willow Creek Wealth Management first reported a position in IWV in Q1 2018 and has held it in 31 quarters since. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Willow Creek Wealth Management held 1,144 shares of iShares Russell 3000 ETF worth $434K as of Q3 2025.
Willow Creek Wealth Management sold 10 iShares Russell 3000 ETF shares in Q3 2025, an estimated $3.65K.
iShares Russell 3000 ETF made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #116 holding.
Willow Creek Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 31 quarters since.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

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