Cherry Tree Wealth Management
IWR icon

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

Cherry Tree Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.3K Hold
509
– – 0.01% 273
2026
Q2 		$56.2K Hold
509
– – 0.01% 270
2026
Q1 		$49.5K Buy
+509
New +$50.8K 0.01% 269

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Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
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Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 509 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #273.

Cherry Tree Wealth Management first reported a position in IWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $56.2K in Q2 2026. 570 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Cherry Tree Wealth Management held 509 shares of iShares Russell Mid-Cap ETF worth $54.3K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #273 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Cherry Tree Wealth Management's iShares Russell Mid-Cap ETF position peaked at $56.2K in Q2 2026.
  • 570 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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