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

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 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 3,187 shares of IWR stock, worth $301,553. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,187
Previous 3,553 10.3%
Holding current value
$301,553
Previous $326,000 5.83%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$92.26 - $97.51 $33,767 - $35,688
-366 Reduced 10.3%
3,187 $307,000
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
1,647
Shares Held
392M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email