Cherry Tree Wealth Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$161K	Hold	888	–	–	0.03%	174
2025 Q4	$177K	Hold	888	–	–	0.04%	171
2025 Q3	$174K	Hold	888	–	–	0.04%	171
2025 Q2	$154K	Hold	888	–	–	0.04%	179
2025 Q1	$125K	Hold	888	–	–	0.03%	194
2024 Q4	$142K	Sell	888 -315	-26%	-$49.8K	0.04%	178
2024 Q3	$182K	Hold	1,203	–	–	0.04%	166
2024 Q2	$181K	Hold	1,203	–	–	0.05%	163
2024 Q1	$162K	Hold	1,203	–	–	0.04%	171
2023 Q4	$148K	Hold	1,203	–	–	0.04%	165
2023 Q3	$126K	Hold	1,203	–	–	0.04%	171
2023 Q2	$131K	Buy	+1,203	New	+$118K	0.04%	170

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Cherry Tree Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 888 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #174.

Cherry Tree Wealth Management first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $182K in Q3 2024. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Cherry Tree Wealth Management held 888 shares of iShares US Technology ETF worth $161K as of Q1 2026.
Cherry Tree Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #174 holding.
Cherry Tree Wealth Management first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares US Technology ETF position peaked at $182K in Q3 2024.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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