Cherry Tree Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$407K	Hold	2,958	–	–	0.08%	111
2026 Q2	$433K	Hold	2,958	–	–	0.08%	107
2026 Q1	$379K	Sell	2,958 -257	-8%	-$34.8K	0.08%	111
2025 Q4	$440K	Hold	3,215	–	–	0.09%	106
2025 Q3	$458K	Hold	3,215	–	–	0.1%	102
2025 Q2	$446K	Hold	3,215	–	–	0.1%	100
2025 Q1	$378K	Buy	3,215 +24	+0.8%	+$3.08K	0.09%	112
2024 Q4	$404K	Hold	3,191	–	–	0.1%	108
2024 Q3	$374K	Hold	3,191	–	–	0.09%	117
2024 Q2	$352K	Hold	3,191	–	–	0.09%	117
2024 Q1	$364K	Sell	3,191 -313	-9%	-$33.9K	0.09%	111
2023 Q4	$366K	Hold	3,504	–	–	0.1%	107
2023 Q3	$320K	Hold	3,504	–	–	0.09%	107
2023 Q2	$339K	Buy	+3,504	New	+$319K	0.1%	109

Other funds holding IWP

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Cherry Tree Wealth Management's IWP Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 2,958 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #111.

Cherry Tree Wealth Management first reported a position in IWP in Q2 2023 and has held it in 14 quarters since. The position peaked at $458K in Q3 2025. 353 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Cherry Tree Wealth Management held 2,958 shares of iShares Russell Mid-Cap Growth ETF worth $407K as of Q3 2026.
Cherry Tree Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #111 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $458K in Q3 2025.
353 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.