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 |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $247K | Hold |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $238K | Buy |
|