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
2026 Q1	$160K	Sell	842 -201	-19%	-$38.9K	0.03%	176
2025 Q4	$189K	Hold	1,043	–	–	0.04%	166
2025 Q3	$184K	Hold	1,043	–	–	0.04%	166
2025 Q2	$165K	Hold	1,043	–	–	0.04%	171
2025 Q1	$157K	Hold	1,043	–	–	0.04%	173
2024 Q4	$171K	Hold	1,043	–	–	0.04%	166
2024 Q3	$174K	Sell	1,043 -86	-8%	-$14K	0.04%	171
2024 Q2	$172K	Hold	1,129	–	–	0.04%	165
2024 Q1	$179K	Sell	1,129 -247	-18%	-$37.4K	0.05%	167
2023 Q4	$214K	Hold	1,376	–	–	0.06%	147
2023 Q3	$187K	Hold	1,376	–	–	0.05%	145
2023 Q2	$194K	Buy	+1,376	New	+$186K	0.06%	144

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 19% in Q1 2026, selling an estimated $38.9K and leaving 842 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #176.

Cherry Tree Wealth Management first reported a position in IWN in Q2 2023 and has held it in 12 quarters since. The position peaked at $214K in Q4 2023. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Cherry Tree Wealth Management held 842 shares of iShares Russell 2000 Value ETF worth $160K as of Q1 2026.
Cherry Tree Wealth Management sold 201 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $38.9K.
iShares Russell 2000 Value ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #176 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Russell 2000 Value ETF position peaked at $214K in Q4 2023.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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