Cherry Tree Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Hold	4,397	–	–	0.23%	68
2025 Q4	$1.08M	Buy	4,397 +2,121	+93%	+$521K	0.23%	71
2025 Q3	$551K	Hold	2,276	–	–	0.12%	89
2025 Q2	$491K	Hold	2,276	–	–	0.11%	94
2025 Q1	$454K	Buy	2,276 +6	+0.3%	+$1.3K	0.11%	98
2024 Q4	$502K	Sell	2,270 -326	-13%	-$74.3K	0.12%	89
2024 Q3	$573K	Sell	2,596 -276	-10%	-$59.1K	0.14%	85
2024 Q2	$583K	Sell	2,872 -179	-6%	-$36.2K	0.15%	80
2024 Q1	$642K	Sell	3,051 -130	-4%	-$25.9K	0.16%	75
2023 Q4	$638K	Sell	3,181 -28	-0.9%	-$5.02K	0.17%	75
2023 Q3	$567K	Buy	3,209 +7	+0.2%	+$1.31K	0.17%	76
2023 Q2	$600K	Buy	+3,202	New	+$571K	0.17%	72

Other funds holding IWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,397 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #68.

Cherry Tree Wealth Management first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cherry Tree Wealth Management held 4,397 shares of iShares Russell 2000 ETF worth $1.09M as of Q1 2026.
Cherry Tree Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.23% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #68 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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