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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return