Cherry Tree Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Sell	23,843 -372	-2%	-$254K	3.29%	6
2025 Q4	$16.6M	Buy	24,215 +814	+3%	+$553K	3.5%	6
2025 Q3	$15.7M	Buy	23,401 +414	+2%	+$267K	3.44%	6
2025 Q2	$14.3M	Sell	22,987 -118	-0.5%	-$67.8K	3.32%	6
2025 Q1	$13M	Buy	23,105 +1,090	+5%	+$644K	3.13%	6
2024 Q4	$13M	Sell	22,015 -935	-4%	-$553K	3.21%	5
2024 Q3	$13.2M	Sell	22,950 -204	-0.9%	-$113K	3.14%	6
2024 Q2	$12.7M	Buy	23,154 +215	+0.9%	+$113K	3.18%	6
2024 Q1	$12.1M	Sell	22,939 -526	-2%	-$263K	3.03%	7
2023 Q4	$11.2M	Sell	23,465 -285	-1%	-$128K	2.99%	7
2023 Q3	$10.2M	Sell	23,750 -745	-3%	-$333K	2.99%	9
2023 Q2	$10.9M	Buy	+24,495	New	+$10.3M	3.18%	6

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Cherry Tree Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q1 2026, selling an estimated $254K and leaving 23,843 shares worth $15.6M. The position accounts for 3.29% of the portfolio, ranked #6.

Cherry Tree Wealth Management first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.6M in Q4 2025. 3,995 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Cherry Tree Wealth Management held 23,843 shares of iShares Core S&P 500 ETF worth $15.6M as of Q1 2026.
Cherry Tree Wealth Management sold 372 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $254K.
iShares Core S&P 500 ETF made up 3.29% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #6 holding.
Cherry Tree Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Core S&P 500 ETF position peaked at $16.6M in Q4 2025.
3,995 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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