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 Q1	$49.5K	Buy	+509	New	+$50.8K	0.01%	269

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cherry Tree Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 509 shares worth $49.5K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

1,522 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Cherry Tree Wealth Management held 509 shares of iShares Russell Mid-Cap ETF worth $49.5K as of Q1 2026.
iShares Russell Mid-Cap ETF was a new Cherry Tree Wealth Management position in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #269 holding.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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