Cypress Capital Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,858	Closed	-$205K	–	318
2024 Q2	$205K	Sell	1,858 -64	-3%	-$7.03K	0.02%	285
2024 Q1	$219K	Sell	1,922 -8,039	-81%	-$870K	0.03%	279
2023 Q4	$1.04M	Buy	9,961 +1,060	+12%	+$100K	0.14%	132
2023 Q3	$813K	Buy	8,901 +791	+10%	+$75.6K	0.12%	160
2023 Q2	$784K	Buy	8,110 +2,351	+41%	+$214K	0.11%	170
2023 Q1	$524K	Buy	5,759 +1,369	+31%	+$122K	0.08%	206
2022 Q4	$367K	Buy	4,390 +185	+4%	+$15.6K	0.06%	233
2022 Q3	$330K	Buy	4,205 +175	+4%	+$15.1K	0.06%	221
2022 Q2	$319K	Buy	4,030 +579	+17%	+$50.4K	0.05%	237
2022 Q1	$347K	Buy	+3,451	New	+$344K	0.04%	245

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Cypress Capital Group's IWP Position: Q3 2024 in Review

Cypress Capital Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2024, closing a stake of 1,858 shares — an estimated $205K sold.

Cypress Capital Group first reported a position in IWP in Q1 2022 and held it in 10 quarters. The position peaked at $1.04M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

Cypress Capital Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Cypress Capital Group sold 1,858 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $205K.
Cypress Capital Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and held it in 10 quarters.
Cypress Capital Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.04M in Q4 2023.
1,017 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on Cypress Capital Group's 13F filing for Q3 2024, filed 8 Nov 2024.