Willow Creek Wealth Management Inc. Ishares Russell Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,553 shares of IWR stock, worth $336,646. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,553

Previous 4,090 13.13%

Holding current value

$336,646

Previous $347,000 6.05%

% of portfolio

0.03%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$74.88 - $91.97 $40,210 - $49,387	-537 Reduced 13.13%	3,553 $326,000
Q1 2025 Jul 16, 2025	SELL	$82.81 - $92.93 $17,886 - $20,072	-216 Reduced 5.02%	4,090 $347,000
Q4 2024 Feb 14, 2025	SELL	$87.25 - $95.52 $20,242 - $22,160	-232 Reduced 5.11%	4,306 $380,000
Q2 2024 Jul 25, 2025	BUY	$78.66 - $83.59 $56,635 - $60,184	720 Added 20.26%	4,273 $346,000
Q1 2024 Jul 25, 2025	BUY	$75.37 - $84.09 $54,266 - $60,544	720 Added 20.26%	4,273 $359,000
Q4 2023 Apr 01, 2024	BUY	$64.84 - $78.27 $17,182 - $20,741	265 Added 6.2%	4,538 $352,000
Q1 2023 Apr 24, 2023	SELL	$66.27 - $75.04 $28,032 - $31,741	-423 Reduced 9.01%	4,273 $298,000
Q4 2022 Mar 01, 2023	BUY	$62.09 - $71.89 $26,264 - $30,409	423 Added 9.9%	4,696 $317,000
Q2 2020 Aug 11, 2020	BUY	$40.64 - $57.63 $173,654 - $246,252	4,273 New	4,273 $229,000
Q1 2020 May 07, 2020	SELL	$36.81 - $61.96 $157,289 - $264,755	-4,273 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	$45.53 - $54.18 $194,549 - $231,511	4,273 New	4,273 $231,000
Q4 2018 Jan 31, 2019	SELL	$43.7 - $54.95 $45,404 - $57,093	-1,039 Closed	0 $0
Q2 2018 Jul 17, 2018	SELL	$50.43 - $54.42 $2,471 - $2,666	-49 Reduced 4.5%	1,039 $220,000
Q1 2018 Apr 26, 2018	BUY	$49.67 - $55.0 $54,040 - $59,840	1,088 New	1,088 $225,000

Others Institutions Holding IWR

# of Institutions

1,565

Shares Held

371M

Call Options Held

151K

Put Options Held

30.8K

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About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Ishares Russell Mid Cap ETF Transaction History