Cypress Capital Group’s iShares Russell 1000 ETF IWB Stock Holding History

Cypress Capital Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Sell	3,620 -52	-1%	-$20.6K	0.14%	123
2026 Q1	$1.31M	Sell	3,672 -20	-0.5%	-$7.45K	0.15%	112
2025 Q4	$1.38M	Sell	3,692 -45	-1%	-$16.7K	0.15%	104
2025 Q3	$1.37M	Buy	3,737 +57	+2%	+$20.1K	0.16%	108
2025 Q2	$1.25M	Sell	3,680 -784	-18%	-$246K	0.16%	111
2025 Q1	$1.37M	Sell	4,464 -379	-8%	-$123K	0.18%	102
2024 Q4	$1.56M	Sell	4,843 -75	-2%	-$24.3K	0.19%	95
2024 Q3	$1.55M	Sell	4,918 -11	-0.2%	-$3.33K	0.17%	107
2024 Q2	$1.47M	Sell	4,929 -76	-2%	-$21.8K	0.18%	103
2024 Q1	$1.44M	Sell	5,005 -2	-0%	-$548	0.17%	109
2023 Q4	$1.31M	Sell	5,007 -175	-3%	-$42.8K	0.17%	111
2023 Q3	$1.22M	Sell	5,182 -257	-5%	-$62.9K	0.18%	113
2023 Q2	$1.33M	Hold	5,439	–	–	0.19%	113
2023 Q1	$1.23M	Sell	5,439 -400	-7%	-$88K	0.19%	122
2022 Q4	$1.23M	Sell	5,839 -876	-13%	-$185K	0.19%	116
2022 Q3	$1.32M	Sell	6,715 -134	-2%	-$29.4K	0.22%	97
2022 Q2	$1.42M	Sell	6,849 -563	-8%	-$127K	0.22%	102
2022 Q1	$1.85M	Buy	7,412 +64	+0.9%	+$15.8K	0.23%	103
2021 Q4	$1.94M	Sell	7,348 -125	-2%	-$32.2K	0.24%	98
2021 Q3	$1.81M	Buy	7,473 +4,309	+136%	+$1.07M	0.25%	94
2021 Q2	$766K	Hold	3,164	–	–	0.1%	174
2021 Q1	$708K	Sell	3,164 -108	-3%	-$23.6K	0.1%	182
2020 Q4	$693K	Sell	3,272 -22	-0.7%	-$4.39K	0.1%	170
2020 Q3	$617K	Hold	3,294	–	–	0.1%	157
2020 Q2	$565K	Hold	3,294	–	–	0.1%	161
2020 Q1	$466K	Sell	3,294 -810	-20%	-$137K	0.11%	128
2019 Q4	$732K	Sell	4,104 -963	-19%	-$164K	0.13%	134
2019 Q3	$834K	Hold	5,067	–	–	0.16%	124
2019 Q2	$825K	Sell	5,067 -40	-0.8%	-$6.41K	0.16%	119
2019 Q1	$804K	Hold	5,107	–	–	0.16%	120
2018 Q4	$709K	Sell	5,107 -250	-5%	-$37.4K	0.16%	118
2018 Q3	$866K	Sell	5,357 -400	-7%	-$63.5K	0.16%	121
2018 Q2	$875K	Sell	5,757 -123	-2%	-$18.5K	0.18%	114
2018 Q1	$864K	Sell	5,880 -555	-9%	-$84.3K	0.18%	112
2017 Q4	$956K	Sell	6,435 -330	-5%	-$47.8K	0.2%	108
2017 Q3	$947K	Sell	6,765 -18	-0.3%	-$2.47K	0.2%	104
2017 Q2	$917K	Sell	6,783 -128	-2%	-$17.1K	0.2%	105
2017 Q1	$907K	Hold	6,911	–	–	0.21%	94
2016 Q4	$860K	Sell	6,911 -350	-5%	-$42.6K	0.2%	95
2016 Q3	$874K	Hold	7,261	–	–	0.21%	94
2016 Q2	$848K	Sell	7,261 -600	-8%	-$69.2K	0.2%	97
2016 Q1	$896K	Sell	7,861 -1,700	-18%	-$184K	0.22%	91
2015 Q4	$1.08M	Sell	9,561 -1,515	-14%	-$173K	0.26%	83
2015 Q3	$1.19M	Sell	11,076 -300	-3%	-$34.1K	0.29%	79
2015 Q2	$1.32M	Sell	11,376 -550	-5%	-$64.9K	0.3%	80
2015 Q1	$1.38M	Sell	11,926 -200	-2%	-$23.1K	0.32%	77
2014 Q4	$1.39M	Sell	12,126 -815	-6%	-$91.4K	0.32%	82
2014 Q3	$1.42M	Sell	12,941 -200	-2%	-$22.1K	0.34%	77
2014 Q2	$1.45M	Hold	13,141	–	–	0.34%	80
2014 Q1	$1.38M	Sell	13,141 -1,600	-11%	-$165K	0.34%	76
2013 Q4	$1.52M	Sell	14,741 -3,375	-19%	-$334K	0.37%	74
2013 Q3	$1.71M	Sell	18,116 -17,988	-50%	-$1.68M	0.42%	70
2013 Q2	$3.25M	Buy	+36,104	New	+$3.23M	0.68%	58

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Capital Group's IWB Position: Q2 2026 in Review

Cypress Capital Group reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2026, selling an estimated $20.6K and leaving 3,620 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #123.

Cypress Capital Group first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.25M in Q2 2013. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Cypress Capital Group held 3,620 shares of iShares Russell 1000 ETF worth $1.48M as of Q2 2026.
Cypress Capital Group sold 52 iShares Russell 1000 ETF shares in Q2 2026, an estimated $20.6K.
iShares Russell 1000 ETF made up 0.14% of Cypress Capital Group's portfolio in Q2 2026, its #123 holding.
Cypress Capital Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
Cypress Capital Group's iShares Russell 1000 ETF position peaked at $3.25M in Q2 2013.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.