Cherry Tree Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9K	Hold	105	–	–	﹤0.01%	398
2025 Q4	$12.9K	Hold	105	–	–	﹤0.01%	394
2025 Q3	$12.7K	Hold	105	–	–	﹤0.01%	384
2025 Q2	$11.6K	Hold	105	–	–	﹤0.01%	394
2025 Q1	$9.75K	Buy	+105	New	+$10.6K	﹤0.01%	427
2023 Q3	–	Sell	-70	Closed	-$4.93K	–	606
2023 Q2	$4.93K	Buy	+70	New	+$4.63K	﹤0.01%	400

Other funds holding IVW

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 105 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Cherry Tree Wealth Management first reported a position in IVW in Q2 2023 and has held it in 6 quarters since. The position peaked at $12.9K in Q4 2025. 2,048 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Cherry Tree Wealth Management held 105 shares of iShares S&P 500 Growth ETF worth $11.9K as of Q1 2026.
Cherry Tree Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #398 holding.
Cherry Tree Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 6 quarters since.
Cherry Tree Wealth Management's iShares S&P 500 Growth ETF position peaked at $12.9K in Q4 2025.
2,048 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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