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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$369K	Hold
2025 Q1	$352K	Buy
2024 Q4	$356K	Hold
2024 Q3	$364K	Hold
2024 Q2	$333K	Hold
2024 Q1	$345K	Hold
2023 Q4	$320K	Hold
2023 Q3	$287K	Hold
2023 Q2	$303K	Buy