Cherry Tree Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.7K	Hold	267	–	–	0.01%	330
2025 Q4	$24.5K	Hold	267	–	–	0.01%	331
2025 Q3	$23.5K	Hold	267	–	–	0.01%	321
2025 Q2	$22.5K	Hold	267	–	–	0.01%	331
2025 Q1	$21.9K	Hold	267	–	–	0.01%	343
2024 Q4	$21.1K	Hold	267	–	–	0.01%	333
2024 Q3	$21.7K	Hold	267	–	–	0.01%	334
2024 Q2	$20K	Hold	267	–	–	0.01%	329
2024 Q1	$20.4K	Hold	267	–	–	0.01%	316
2023 Q4	$18.7K	Hold	267	–	–	0.01%	309
2023 Q3	$17.5K	Hold	267	–	–	0.01%	301
2023 Q2	$18K	Buy	+267	New	+$17.6K	0.01%	296

Other funds holding IWX

TCIIS

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

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

FCBT

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 267 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #330.

Cherry Tree Wealth Management first reported a position in IWX in Q2 2023 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Cherry Tree Wealth Management held 267 shares of iShares Russell Top 200 Value ETF worth $24.7K as of Q1 2026.
Cherry Tree Wealth Management left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Value ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #330 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 12 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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