iShares S&P 500 Index shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 23k | 669.30 |
| 2025-06-30 | $14M | 23k | 620.89 |
| 2025-03-31 | $13M | 23k | 561.91 |
| 2024-12-31 | $13M | 22k | 588.68 |
| 2024-09-30 | $13M | 23k | 576.83 |
| 2024-06-30 | $13M | 23k | 547.23 |
| 2024-03-31 | $12M | 23k | 525.72 |
| 2023-12-31 | $11M | 24k | 477.63 |
| 2023-09-30 | $10M | 24k | 429.44 |
| 2023-06-30 | $11M | 25k | 445.72 |
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