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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 9.5% in Q1 2026, selling an estimated $39.1K and leaving 997 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #114.

Cherry Tree Wealth Management first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $412K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Cherry Tree Wealth Management held 997 shares of iShares Russell 1000 ETF worth $355K as of Q1 2026.
Cherry Tree Wealth Management sold 105 iShares Russell 1000 ETF shares in Q1 2026, an estimated $39.1K.
iShares Russell 1000 ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #114 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Russell 1000 ETF position peaked at $412K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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