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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$165K	Hold
2025 Q1	$157K	Hold
2024 Q4	$171K	Hold
2024 Q3	$174K	Sell
2024 Q2	$172K	Hold
2024 Q1	$179K	Sell
2023 Q4	$214K	Hold
2023 Q3	$187K	Hold
2023 Q2	$194K	Buy