Cherry Tree Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.8K	Hold	212	–	–	0.01%	279
2025 Q4	$45K	Hold	212	–	–	0.01%	277
2025 Q3	$43.8K	Hold	212	–	–	0.01%	268
2025 Q2	$41.4K	Hold	212	–	–	0.01%	269
2025 Q1	$40.4K	Hold	212	–	–	0.01%	273
2024 Q4	$40.5K	Hold	212	–	–	0.01%	268
2024 Q3	$41.8K	Hold	212	–	–	0.01%	272
2024 Q2	$38.6K	Hold	212	–	–	0.01%	275
2024 Q1	$39.6K	Hold	212	–	–	0.01%	268
2023 Q4	$36.9K	Hold	212	–	–	0.01%	261
2023 Q3	$32.6K	Hold	212	–	–	0.01%	254
2023 Q2	$34.2K	Buy	+212	New	+$32.6K	0.01%	252

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 212 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #279.

Cherry Tree Wealth Management first reported a position in IVE in Q2 2023 and has held it in 12 quarters since. The position peaked at $45K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Cherry Tree Wealth Management held 212 shares of iShares S&P 500 Value ETF worth $44.8K as of Q1 2026.
Cherry Tree Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #279 holding.
Cherry Tree Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares S&P 500 Value ETF position peaked at $45K in Q4 2025.
1,716 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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