CTWM
IVV icon

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
Q2 		$17.8M Sell
23,740
-103
-0.4% -$75K 3.34% 6
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cherry Tree Wealth Management's IVV Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.43% in Q2 2026, selling an estimated $75K and leaving 23,740 shares worth $17.8M. The position accounts for 3.34% of the portfolio, ranked #6.

Cherry Tree Wealth Management first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cherry Tree Wealth Management held 23,740 shares of iShares Core S&P 500 ETF worth $17.8M as of Q2 2026.
  • Cherry Tree Wealth Management sold 103 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $75K.
  • iShares Core S&P 500 ETF made up 3.34% of Cherry Tree Wealth Management's portfolio in Q2 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 13 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.