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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93.1K	Sell	872 -148	-15%	-$16.8K	0.02%	215
2025 Q4	$121K	Hold	1,020	–	–	0.03%	205
2025 Q3	$120K	Hold	1,020	–	–	0.03%	204
2025 Q2	$108K	Hold	1,020	–	–	0.03%	208
2025 Q1	$92.2K	Hold	1,020	–	–	0.02%	218
2024 Q4	$102K	Hold	1,020	–	–	0.03%	207
2024 Q3	$95.8K	Hold	1,020	–	–	0.02%	218
2024 Q2	$93K	Hold	1,020	–	–	0.02%	214
2024 Q1	$86K	Sell	1,020 -60	-6%	-$4.83K	0.02%	220
2023 Q4	$81.9K	Hold	1,080	–	–	0.02%	212
2023 Q3	$71.9K	Buy	1,080 +288	+36%	+$19.9K	0.02%	208
2023 Q2	$54.6K	Buy	+792	New	+$50.4K	0.02%	224

Other funds holding IWF

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q1 2026, selling an estimated $16.8K and leaving 872 shares worth $93.1K. The position accounts for 0.02% of the portfolio, ranked #215.

Cherry Tree Wealth Management first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $121K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Cherry Tree Wealth Management held 872 shares of iShares Russell 1000 Growth ETF worth $93.1K as of Q1 2026.
Cherry Tree Wealth Management sold 148 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $16.8K.
iShares Russell 1000 Growth ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #215 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Russell 1000 Growth ETF position peaked at $121K in Q4 2025.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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