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iShares Morningstar Small Growth shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth 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 Morningstar Small Growth by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7k 76 48.96
2024-06-30 $3.5k 76 45.49
2024-03-31 $3.5k 76 46.58
2023-12-31 $3.3k 76 44.00

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr 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)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding iShares Morningstar Small Growth

Jpmorgan Chase & Co
Colony
Northwestern Mutual Wealth Management Company
Bank of America Corporation
LPL Financial
H D Vest Advisory Services
Gallagher Fiduciary Advisors
Atria Investments
Morgan Stanley
Wells Fargo & Company
Matrix Trust
Steele Capital Management
CWM
Black Diamond Financial
Opes Wealth Management

View all funds holding iShares Morningstar Small Growth