Cypress Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $592K | Buy |
2,389
+30
| +1% | +$7.74K | 0.07% | 156 |
|
|
2025
Q4 | $581K | Hold |
2,359
| – | – | 0.07% | 153 |
|
|
2025
Q3 | $571K | Buy |
2,359
+375
| +19% | +$86K | 0.07% | 154 |
|
|
2025
Q2 | $428K | Sell |
1,984
-691
| -26% | -$139K | 0.05% | 162 |
|
|
2025
Q1 | $534K | Sell |
2,675
-2,072
| -44% | -$449K | 0.07% | 146 |
|
|
2024
Q4 | $1.05M | Sell |
4,747
-1,025
| -18% | -$234K | 0.13% | 118 |
|
|
2024
Q3 | $1.27M | Sell |
5,772
-1
| -0% | -$214 | 0.14% | 116 |
|
|
2024
Q2 | $1.17M | Sell |
5,773
-97
| -2% | -$19.6K | 0.14% | 115 |
|
|
2024
Q1 | $1.23M | Sell |
5,870
-719
| -11% | -$143K | 0.15% | 121 |
|
|
2023
Q4 | $1.32M | Sell |
6,589
-684
| -9% | -$123K | 0.17% | 109 |
|
|
2023
Q3 | $1.29M | Sell |
7,273
-27
| -0.4% | -$5.07K | 0.19% | 109 |
|
|
2023
Q2 | $1.37M | Buy |
7,300
+326
| +5% | +$58.1K | 0.2% | 109 |
|
|
2023
Q1 | $1.24M | Sell |
6,974
-77
| -1% | -$14.2K | 0.19% | 121 |
|
|
2022
Q4 | $1.23M | Buy |
7,051
+575
| +9% | +$102K | 0.19% | 115 |
|
|
2022
Q3 | $1.07M | Buy |
6,476
+486
| +8% | +$88.6K | 0.18% | 120 |
|
|
2022
Q2 | $1.01M | Buy |
5,990
+201
| +3% | +$37.1K | 0.15% | 130 |
|
|
2022
Q1 | $1.19M | Buy |
5,789
+548
| +10% | +$112K | 0.15% | 133 |
|
|
2021
Q4 | $1.17M | Buy |
5,241
+2,655
| +103% | +$600K | 0.15% | 127 |
|
|
2021
Q3 | $565K | Buy |
2,586
+806
| +45% | +$179K | 0.08% | 201 |
|
|
2021
Q2 | $409K | Sell |
1,780
-2,045
| -53% | -$460K | 0.06% | 227 |
|
|
2021
Q1 | $846K | Hold |
3,825
| – | – | 0.12% | 163 |
|
|
2020
Q4 | $749K | Buy |
3,825
+1,285
| +51% | +$225K | 0.11% | 154 |
|
|
2020
Q3 | $381K | Buy |
2,540
+180
| +8% | +$27.1K | 0.06% | 202 |
|
|
2020
Q2 | $338K | Hold |
2,360
| – | – | 0.06% | 200 |
|
|
2020
Q1 | $270K | Sell |
2,360
-775
| -25% | -$116K | 0.06% | 174 |
|
|
2019
Q4 | $519K | Sell |
3,135
-14
| -0.4% | -$2.21K | 0.09% | 150 |
|
|
2019
Q3 | $477K | Hold |
3,149
| – | – | 0.09% | 152 |
|
|
2019
Q2 | $490K | Hold |
3,149
| – | – | 0.1% | 146 |
|
|
2019
Q1 | $482K | Sell |
3,149
-25
| -0.8% | -$3.76K | 0.1% | 153 |
|
|
2018
Q4 | $425K | Buy |
3,174
+1,485
| +88% | +$222K | 0.1% | 153 |
|
|
2018
Q3 | $285K | Hold |
1,689
| – | – | 0.05% | 215 |
|
|
2018
Q2 | $276K | Hold |
1,689
| – | – | 0.06% | 212 |
|
|
2018
Q1 | $256K | Sell |
1,689
-90
| -5% | -$13.9K | 0.05% | 193 |
|
|
2017
Q4 | $271K | Sell |
1,779
-125
| -7% | -$18.8K | 0.06% | 193 |
|
|
2017
Q3 | $282K | Sell |
1,904
-10
| -0.5% | -$1.41K | 0.06% | 188 |
|
|
2017
Q2 | $269K | Sell |
1,914
-25
| -1% | -$3.46K | 0.06% | 184 |
|
|
2017
Q1 | $267K | Buy |
+1,939
| New | +$265K | 0.06% | 168 |
|
|
2013
Q3 | – | Sell |
-7,372
| Closed | -$715K | – | 219 |
|
|
2013
Q2 | $715K | Buy |
+7,372
| New | +$704K | 0.15% | 111 |
|
Other funds holding IWM
Cypress Capital Group's IWM Position: Q1 2026 in Review
Cypress Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q1 2026, buying an estimated $7.74K and bringing the position to 2,389 shares worth $592K. The position accounts for 0.07% of the portfolio, ranked #156.
Cypress Capital Group first reported a position in IWM in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.37M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Cypress Capital Group held 2,389 shares of iShares Russell 2000 ETF worth $592K as of Q1 2026.
- Cypress Capital Group bought 30 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.74K.
- iShares Russell 2000 ETF made up 0.07% of Cypress Capital Group's portfolio in Q1 2026, its #156 holding.
- Cypress Capital Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 38 quarters since.
- Cypress Capital Group's iShares Russell 2000 ETF position peaked at $1.37M in Q2 2023.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.