Cherry Tree Wealth Management
IWB icon

Cherry Tree Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Cherry Tree Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$401K Sell
963
-34
-3% -$14.1K 0.08% 115
2026
Q2 		$408K Hold
997
– – 0.08% 113
2026
Q1 		$355K Sell
997
-105
-10% -$39.1K 0.08% 114
2025
Q4 		$412K Hold
1,102
– – 0.09% 110
2025
Q3 		$403K Hold
1,102
– – 0.09% 109
2025
Q2 		$374K Hold
1,102
– – 0.09% 110
2025
Q1 		$338K Hold
1,102
– – 0.08% 121
2024
Q4 		$355K Hold
1,102
– – 0.09% 119
2024
Q3 		$346K Hold
1,102
– – 0.08% 123
2024
Q2 		$328K Hold
1,102
– – 0.08% 123
2024
Q1 		$317K Hold
1,102
– – 0.08% 124
2023
Q4 		$289K Sell
1,102
-86
-7% -$21.1K 0.08% 130
2023
Q3 		$279K Hold
1,188
– – 0.08% 124
2023
Q2 		$290K Buy
+1,188
New +$274K 0.08% 122

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

Cherry Tree Wealth Management's IWB Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.4% in Q3 2026, selling an estimated $14.1K and leaving 963 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #115.

Cherry Tree Wealth Management first reported a position in IWB in Q2 2023 and has held it in 14 quarters since. The position peaked at $412K in Q4 2025. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Cherry Tree Wealth Management held 963 shares of iShares Russell 1000 ETF worth $401K as of Q3 2026.
  • Cherry Tree Wealth Management sold 34 iShares Russell 1000 ETF shares in Q3 2026, an estimated $14.1K.
  • iShares Russell 1000 ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares Russell 1000 ETF position peaked at $412K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.