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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.28K	Hold	20	–	–	﹤0.01%	466
2025 Q4	$6.46K	Hold	20	–	–	﹤0.01%	467
2025 Q3	$6.4K	Hold	20	–	–	﹤0.01%	451
2025 Q2	$5.72K	Hold	20	–	–	﹤0.01%	463
2025 Q1	$5.11K	Hold	20	–	–	﹤0.01%	524
2024 Q4	$5.76K	Hold	20	–	–	﹤0.01%	466
2024 Q3	$5.68K	Hold	20	–	–	﹤0.01%	468
2024 Q2	$5.25K	Hold	20	–	–	﹤0.01%	457
2024 Q1	$5.42K	Hold	20	–	–	﹤0.01%	430
2023 Q4	$5.04K	Hold	20	–	–	﹤0.01%	428
2023 Q3	$4.48K	Hold	20	–	–	﹤0.01%	412
2023 Q2	$4.85K	Buy	+20	New	+$4.59K	﹤0.01%	403

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TCIIS

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

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

Cherry Tree Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 20 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Cherry Tree Wealth Management first reported a position in IWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.46K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Cherry Tree Wealth Management held 20 shares of iShares Russell 2000 Growth ETF worth $6.28K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #466 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Russell 2000 Growth ETF position peaked at $6.46K in Q4 2025.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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