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

Cypress Capital Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438K Hold
1,805
– – 0.04% 221
2026
Q1 		$386K Hold
1,805
– – 0.04% 194
2025
Q4 		$380K Hold
1,805
– – 0.04% 185
2025
Q3 		$367K Hold
1,805
– – 0.04% 188
2025
Q2 		$351K Hold
1,805
– – 0.04% 182
2025
Q1 		$340K Hold
1,805
– – 0.04% 169
2024
Q4 		$334K Buy
+1,805
New +$346K 0.04% 218

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

Cypress Capital Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,805 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #221.

Cypress Capital Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cypress Capital Group held 1,805 shares of iShares Russell 1000 Value ETF worth $438K as of Q2 2026.
  • Cypress Capital Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of Cypress Capital Group's portfolio in Q2 2026, its #221 holding.
  • Cypress Capital Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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