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iShares Russell 1000 Growth Index shares owned by Cherry Tree Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 255 375.73
2024-06-30 $93k 255 364.85
2024-03-31 $86k 255 337.36
2023-12-31 $82k 270 303.43
2023-09-30 $72k 270 266.22
2023-06-30 $55k 198 275.51

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 Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index