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Ishares Tr shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 50k 21.22
2025-06-30 $1.0M 50k 21.04
2025-03-31 $960k 46k 20.75
2024-12-31 $844k 42k 20.35
2024-09-30 $774k 37k 21.22
2024-06-30 $509k 25k 20.29
2024-03-31 $280k 14k 20.49
2023-12-31 $8.0k 385 20.77

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Bloomberg Invt (FLRN)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Capital Advisors
Morgan Stanley
Venture Visionary Partners
Sarver Vrooman Wealth Advisors
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Summit Financial
Sigma Investment Counselors
Advisors Capital Management
Golub Group
UBS Group
Klingman & Associates

View all funds holding Ishares Tr