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Cypress Capital Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cypress Capital Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Hold
1,296
– – 0.03% 256
2026
Q1 		$246K Hold
1,296
– – 0.03% 225
2025
Q4 		$235K Hold
1,296
– – 0.03% 216
2025
Q3 		$229K Hold
1,296
– – 0.03% 212
2025
Q2 		$204K Buy
+1,296
New +$193K 0.03% 219
2025
Q1 		– Sell
-1,296
Closed -$213K – 234
2024
Q4 		$213K Sell
1,296
-1,270
-49% -$217K 0.03% 248
2024
Q3 		$428K Sell
2,566
-214
-8% -$34.8K 0.05% 236
2024
Q2 		$423K Hold
2,780
– – 0.05% 220
2024
Q1 		$441K Sell
2,780
-6,480
-70% -$981K 0.05% 224
2023
Q4 		$1.44M Sell
9,260
-1,067
-10% -$148K 0.19% 101
2023
Q3 		$1.4M Buy
10,327
+525
+5% +$75.3K 0.2% 102
2023
Q2 		$1.38M Sell
9,802
-66
-0.7% -$8.92K 0.2% 108
2023
Q1 		$1.35M Sell
9,868
-304
-3% -$44.1K 0.21% 111
2022
Q4 		$1.41M Buy
10,172
+100
+1% +$14.1K 0.21% 104
2022
Q3 		$1.3M Buy
10,072
+178
+2% +$25.7K 0.22% 102
2022
Q2 		$1.35M Buy
9,894
+991
+11% +$147K 0.21% 107
2022
Q1 		$1.44M Buy
8,903
+1,428
+19% +$228K 0.18% 114
2021
Q4 		$1.24M Buy
7,475
+5,860
+363% +$976K 0.16% 123
2021
Q3 		$259K Buy
1,615
+119
+8% +$19.1K 0.04% 248
2021
Q2 		$248K Hold
1,496
– – 0.03% 252
2021
Q1 		$239K Buy
+1,496
New +$226K 0.03% 254

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cypress Capital Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,296 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #256.

Cypress Capital Group first reported a position in IWN in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2023. 919 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cypress Capital Group held 1,296 shares of iShares Russell 2000 Value ETF worth $287K as of Q2 2026.
  • Cypress Capital Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of Cypress Capital Group's portfolio in Q2 2026, its #256 holding.
  • Cypress Capital Group first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Cypress Capital Group's iShares Russell 2000 Value ETF position peaked at $1.44M in Q4 2023.
  • 919 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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