ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 888 Value ($000) $177 Avg Close — Range —
Q3 2025
Shares 888 Value ($000) $174 Avg Close — Range —
Q2 2025
Shares 888 Value ($000) $154 Avg Close — Range —
Q1 2025
Shares 888 Value ($000) $125 Avg Close — Range —
Q4 2024
Shares 888 Value ($000) $142 Avg Close — Range —
Q3 2024
Shares 1,203 Value ($000) $182 Avg Close — Range —
Q2 2024
Shares 1,203 Value ($000) $181 Avg Close — Range —
Q1 2024
Shares 1,203 Value ($000) $162 Avg Close — Range —
Q4 2023
Shares 1,203 Value ($000) $148 Avg Close — Range —
Q3 2023
Shares 1,203 Value ($000) $126 Avg Close — Range —
Q2 2023
Shares 1,203 Value ($000) $131 Avg Close — Range —