A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,191 shares of IWP stock, worth $432,508. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,191
Previous 3,191 -0.0%
Holding current value
$432,508
Previous $352 Million 6.29%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$100.66 - $114.14 $31,506 - $35,725
-313 Reduced 8.93%
3,191 $364 Million
Q2 2023

Aug 09, 2023

BUY
$87.72 - $96.63 $307,370 - $338,591
3,504 New
3,504 $339 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.