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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Cherry Tree Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8% in Q1 2026, selling an estimated $34.8K and leaving 2,958 shares worth $379K. 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 12 quarters since. The position peaked at $458K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Cherry Tree Wealth Management held 2,958 shares of iShares Russell Mid-Cap Growth ETF worth $379K as of Q1 2026.
Cherry Tree Wealth Management sold 257 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $34.8K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 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 12 quarters since.
Cherry Tree Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $458K in Q3 2025.
1,180 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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