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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$92.1K	Sell	431 -41	-9%	-$8.98K	0.02%	217
2025 Q4	$99.3K	Hold	472	–	–	0.02%	222
2025 Q3	$96.1K	Hold	472	–	–	0.02%	218
2025 Q2	$91.7K	Sell	472 -26	-5%	-$4.82K	0.02%	222
2025 Q1	$93.7K	Buy	498 +41	+9%	+$7.81K	0.02%	217
2024 Q4	$84.6K	Hold	457	–	–	0.02%	224
2024 Q3	$86.7K	Hold	457	–	–	0.02%	227
2024 Q2	$79.7K	Sell	457 -25	-5%	-$4.37K	0.02%	224
2024 Q1	$86.3K	Hold	482	–	–	0.02%	219
2023 Q4	$79.6K	Buy	482 +97	+25%	+$15K	0.02%	214
2023 Q3	$58.4K	Hold	385	–	–	0.02%	222
2023 Q2	$60.7K	Buy	+385	New	+$58.9K	0.02%	216

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 8.7% in Q1 2026, selling an estimated $8.98K and leaving 431 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #217.

Cherry Tree Wealth Management first reported a position in IWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $99.3K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Cherry Tree Wealth Management held 431 shares of iShares Russell 1000 Value ETF worth $92.1K as of Q1 2026.
Cherry Tree Wealth Management sold 41 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $8.98K.
iShares Russell 1000 Value ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #217 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Russell 1000 Value ETF position peaked at $99.3K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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