Cherry Tree Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Hold	415	–	–	0.02%	211
2026 Q1	$103K	Hold	415	–	–	0.02%	209
2025 Q4	$115K	Hold	415	–	–	0.02%	210
2025 Q3	$114K	Hold	415	–	–	0.02%	209
2025 Q2	$102K	Hold	415	–	–	0.02%	213
2025 Q1	$87.5K	Hold	415	–	–	0.02%	223
2024 Q4	$97.6K	Sell	415 -300	-42%	-$68.9K	0.02%	211
2024 Q3	$157K	Hold	715	–	–	0.04%	174
2024 Q2	$153K	Hold	715	–	–	0.04%	170
2024 Q1	$139K	Hold	715	–	–	0.04%	178
2023 Q4	$125K	Hold	715	–	–	0.03%	179
2023 Q3	$110K	Sell	715 -42	-6%	-$6.7K	0.03%	177
2023 Q2	$120K	Buy	+757	New	+$110K	0.04%	177

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cherry Tree Wealth Management's IWY Position: Q2 2026 in Review

Cherry Tree Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 415 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #211.

Cherry Tree Wealth Management first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. The position peaked at $157K in Q3 2024. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cherry Tree Wealth Management held 415 shares of iShares Russell Top 200 Growth ETF worth $121K as of Q2 2026.
Cherry Tree Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #211 holding.
Cherry Tree Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $157K in Q3 2024.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.