Cherry Tree Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cherry Tree Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193K	Hold	2,860	–	–	0.04%	164
2025 Q4	$189K	Buy	2,860 +500	+21%	+$32.8K	0.04%	167
2025 Q3	$154K	Hold	2,360	–	–	0.03%	183
2025 Q2	$146K	Hold	2,360	–	–	0.03%	182
2025 Q1	$138K	Hold	2,360	–	–	0.03%	188
2024 Q4	$147K	Hold	2,360	–	–	0.04%	175
2024 Q3	$147K	Hold	2,360	–	–	0.03%	180
2024 Q2	$138K	Hold	2,360	–	–	0.03%	180
2024 Q1	$143K	Hold	2,360	–	–	0.04%	176
2023 Q4	$131K	Hold	2,360	–	–	0.04%	178
2023 Q3	$118K	Hold	2,360	–	–	0.03%	172
2023 Q2	$123K	Buy	+2,360	New	+$117K	0.04%	175

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cherry Tree Wealth Management's IJH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,860 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #164.

Cherry Tree Wealth Management first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cherry Tree Wealth Management held 2,860 shares of iShares Core S&P Mid-Cap ETF worth $193K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #164 holding.
Cherry Tree Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.