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
2026 Q1	$390K	Sell	2,676 -115	-4%	-$17.1K	0.08%	107
2025 Q4	$394K	Hold	2,791	–	–	0.08%	112
2025 Q3	$390K	Hold	2,791	–	–	0.09%	112
2025 Q2	$369K	Hold	2,791	–	–	0.09%	111
2025 Q1	$352K	Buy	2,791 +37	+1%	+$4.82K	0.08%	118
2024 Q4	$356K	Hold	2,754	–	–	0.09%	118
2024 Q3	$364K	Hold	2,754	–	–	0.09%	119
2024 Q2	$333K	Hold	2,754	–	–	0.08%	120
2024 Q1	$345K	Hold	2,754	–	–	0.09%	116
2023 Q4	$320K	Hold	2,754	–	–	0.09%	117
2023 Q3	$287K	Hold	2,754	–	–	0.08%	119
2023 Q2	$303K	Buy	+2,754	New	+$290K	0.09%	116

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Cherry Tree Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.1% in Q1 2026, selling an estimated $17.1K and leaving 2,676 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #107.

Cherry Tree Wealth Management first reported a position in IWS in Q2 2023 and has held it in 12 quarters since. The position peaked at $394K in Q4 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Cherry Tree Wealth Management held 2,676 shares of iShares Russell Mid-Cap Value ETF worth $390K as of Q1 2026.
Cherry Tree Wealth Management sold 115 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $17.1K.
iShares Russell Mid-Cap Value ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #107 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $394K in Q4 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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