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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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 415 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #209.

Cherry Tree Wealth Management first reported a position in IWY in Q2 2023 and has held it in 12 quarters since. The position peaked at $157K in Q3 2024. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Cherry Tree Wealth Management held 415 shares of iShares Russell Top 200 Growth ETF worth $103K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $157K in Q3 2024.
  • 642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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