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iShares Russell 1000 Index shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index 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 Russell 1000 Index by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 1.1k 314.39
2024-06-30 $328k 1.1k 297.54
2024-03-31 $317k 1.1k 288.03
2023-12-31 $289k 1.1k 262.26
2023-09-30 $279k 1.2k 234.91
2023-06-30 $290k 1.2k 243.74