Willow Creek Wealth Management Inc. Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,154 shares of IWV stock, worth $436,708. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,154

Previous 1,154 -0.0%

Holding current value

$436,708

Previous $366,000 10.66%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jul 16, 2025	BUY	$313.1 - $349.83 $14,089 - $15,742	45 Added 4.06%	1,154 $366,000
Q4 2024 Feb 14, 2025	SELL	$323.08 - $349.08 $16,154 - $17,454	-50 Reduced 4.31%	1,109 $370,000
Q3 2024 Jul 25, 2025	SELL	$294.75 - $326.73 $16,211 - $17,970	-55 Reduced 4.73%	1,109 $362,000
Q2 2024 Jul 25, 2025	BUY	$283.16 - $309.9 $2,831 - $3,099	10 Added 0.87%	1,164 $359,000
Q1 2024 Jul 25, 2025	BUY	$268.36 - $300.08 $1,341 - $1,500	5 Added 0.43%	1,159 $347,000
Q2 2023 Aug 28, 2023	SELL	$231.57 - $254.48 $14,357 - $15,777	-62 Reduced 5.08%	1,159 $294,000
Q2 2022 Aug 16, 2022	SELL	$210.65 - $265.31 $8,847 - $11,143	-42 Reduced 3.33%	1,221 $265,000
Q3 2021 Nov 15, 2021	SELL	$251.89 - $269.0 $11,335 - $12,105	-45 Reduced 3.44%	1,263 $322,000
Q4 2020 Feb 23, 2021	SELL	$191.94 - $223.55 $18,042 - $21,013	-94 Reduced 6.7%	1,308 $292,000
Q1 2020 May 07, 2020	SELL	$128.35 - $198.13 $5,390 - $8,321	-42 Reduced 2.91%	1,402 $208,000
Q2 2019 Jul 22, 2019	SELL	N/A	-36 Reduced 2.43%	1,444 $249,000
Q3 2018 Oct 16, 2018	SELL	N/A	-40 Reduced 2.63%	1,480 $255,000
Q1 2018 Apr 26, 2018	BUY	N/A	1,520 New	1,520 $238,000

Others Institutions Holding IWV

# of Institutions

931

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Account

Willow Creek Wealth Management Inc. Ishares Russell 3000 ETF Transaction History