Cherry Tree Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $412K | Hold |
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|
2025
Q3 | $403K | Hold |
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|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $338K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $290K | Buy |
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