ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,043 Value ($000) $189 Avg Close — Range —
Q3 2025
Shares 1,043 Value ($000) $184 Avg Close — Range —
Q2 2025
Shares 1,043 Value ($000) $165 Avg Close — Range —
Q1 2025
Shares 1,043 Value ($000) $157 Avg Close — Range —
Q4 2024
Shares 1,043 Value ($000) $171 Avg Close — Range —
Q3 2024
Shares 1,043 Value ($000) $174 Avg Close — Range —
Q2 2024
Shares 1,129 Value ($000) $172 Avg Close — Range —
Q1 2024
Shares 1,129 Value ($000) $179 Avg Close — Range —
Q4 2023
Shares 1,376 Value ($000) $214 Avg Close — Range —
Q3 2023
Shares 1,376 Value ($000) $187 Avg Close — Range —
Q2 2023
Shares 1,376 Value ($000) $194 Avg Close — Range —