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Ishares Tr shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $75k 1.8k 42.56
2025-06-30 $84k 2.1k 39.55
2025-03-31 $80k 2.1k 37.62
2024-12-31 $87k 2.1k 41.13
2024-09-30 $89k 2.1k 41.81
2024-06-30 $81k 2.1k 37.87

More positions owned by Cherry Tree Wealth Management

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

View all positions for Cherry Tree Wealth Management

Top funds holding Ishares Tr

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
Better Money Decisions
Biltmore Family Office
JNBA Financial Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth
Jane Street

View all funds holding Ishares Tr