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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Hold
2025
Q1
$378K Buy
2024
Q4
$404K Hold
2024
Q3
$374K Hold
2024
Q2
$352K Hold
2024
Q1
$364K Sell
2023
Q4
$366K Hold
2023
Q3
$320K Hold
2023
Q2
$339K Buy