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Ishares Tr shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2025-12-31 $499k 20k 25.53
2025-09-30 $424k 17k 25.62
2025-06-30 $310k 12k 25.29
2025-03-31 $218k 8.7k 24.99
2024-12-31 $158k 6.4k 24.58
2024-09-30 $155k 6.0k 25.71
2024-06-30 $96k 3.9k 24.56
2024-03-31 $97k 3.9k 24.81

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust State Street Spd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (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 State Street Spd (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
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
Wells Fargo & Company
Capital Advisors
Ameriprise Financial
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Klingman & Associates
Goss Wealth Management
Sound View Wealth Advisors Group
HighTower Advisors
MV Capital Management
Us Bancorp

View all funds holding Ishares Tr