A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 715 shares of IWY stock, worth $173,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares
715
Previous 715 -0.0%
Holding current value
$173,816
Previous $153 Million 2.58%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$152.69 - $164.44 $6,412 - $6,906
-42 Reduced 5.55%
715 $110 Million
Q2 2023

Aug 09, 2023

BUY
$136.24 - $158.56 $103,133 - $120,029
757 New
757 $120 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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.