Willow Creek Wealth Management Inc. Ishares Russell 1000 Val ETF Transaction History

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 4,635 shares of IWD stock, worth $938,680. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,635

Previous 4,635 -0.0%

Holding current value

$938,680

Previous $872,000 3.21%

% of portfolio

0.09%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$183.23 - $199.79 $13,375 - $14,584	-73 Reduced 1.55%	4,635 $858,000
Q2 2024 Jul 25, 2025	BUY	$169.4 - $179.05 $7,453 - $7,878	44 Added 0.95%	4,679 $816,000
Q1 2024 Jul 25, 2025	BUY	$161.84 - $179.11 $11,814 - $13,075	73 Added 1.57%	4,708 $843,000
Q3 2023 Nov 20, 2023	SELL	$151.73 - $163.56 $21,393 - $23,061	-141 Reduced 2.91%	4,708 $714,000
Q2 2022 Aug 16, 2022	BUY	$140.99 - $168.41 $6,908 - $8,252	49 Added 1.02%	4,849 $703,000
Q3 2021 Nov 15, 2021	SELL	$154.62 - $164.07 $29,068 - $30,845	-188 Reduced 3.77%	4,800 $751,000
Q2 2021 Nov 16, 2021	BUY	$152.86 - $162.4 $1,528 - $1,624	10 Added 0.2%	4,988 $791,000
Q4 2020 Feb 23, 2021	BUY	$115.84 - $136.73 $31,045 - $36,643	268 Added 5.69%	4,978 $681,000
Q1 2020 May 07, 2020	SELL	$85.17 - $138.52 $69,754 - $113,447	-819 Reduced 14.81%	4,710 $467,000
Q4 2019 Feb 03, 2020	SELL	$123.85 - $136.67 $3,591 - $3,963	-29 Reduced 0.52%	5,529 $755,000
Q3 2019 Oct 15, 2019	SELL	$127.92 - $130.25 $7,035 - $7,163	-55 Reduced 0.98%	5,558 $713,000
Q4 2018 Jan 31, 2019	BUY	N/A	428 Added 8.25%	5,613 $623,000
Q3 2018 Oct 16, 2018	SELL	N/A	-259 Reduced 4.76%	5,185 $657,000
Q2 2018 Jul 17, 2018	BUY	N/A	259 Added 5.0%	5,444 $661,000
Q1 2018 Apr 26, 2018	BUY	N/A	5,185 New	5,185 $622,000

Others Institutions Holding IWD

# of Institutions

1,959

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Willow Creek Wealth Management Inc. Ishares Russell 1000 Val ETF Transaction History