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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$467K	Hold	3,754	–	–	0.1%	100
2025 Q4	$451K	Sell	3,754 -79	-2%	-$9.45K	0.1%	105
2025 Q3	$455K	Hold	3,833	–	–	0.1%	103
2025 Q2	$419K	Sell	3,833 -1,596	-29%	-$165K	0.1%	105
2025 Q1	$568K	Hold	5,429	–	–	0.14%	84
2024 Q4	$626K	Buy	5,429 +867	+19%	+$104K	0.15%	81
2024 Q3	$534K	Hold	4,562	–	–	0.13%	92
2024 Q2	$487K	Hold	4,562	–	–	0.12%	90
2024 Q1	$504K	Hold	4,562	–	–	0.13%	85
2023 Q4	$494K	Hold	4,562	–	–	0.13%	87
2023 Q3	$430K	Sell	4,562 -41	-0.9%	-$4.1K	0.13%	87
2023 Q2	$459K	Buy	+4,603	New	+$438K	0.13%	89

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 3,754 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #100.

Cherry Tree Wealth Management first reported a position in IJR in Q2 2023 and has held it in 12 quarters since. The position peaked at $626K in Q4 2024. 2,750 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Cherry Tree Wealth Management held 3,754 shares of iShares Core S&P Small-Cap ETF worth $467K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Small-Cap ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #100 holding.
Cherry Tree Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $626K in Q4 2024.
2,750 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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