Cypress Capital Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Hold |
11,407
| – | – | 0.12% | 123 |
|
|
2025
Q4 | $1.1M | Sell |
11,407
-75
| -0.7% | -$7.21K | 0.12% | 122 |
|
|
2025
Q3 | $1.11M | Buy |
11,482
+65
| +0.6% | +$6.16K | 0.13% | 120 |
|
|
2025
Q2 | $1.05M | Sell |
11,417
-4,625
| -29% | -$400K | 0.13% | 116 |
|
|
2025
Q1 | $1.36M | Sell |
16,042
-620
| -4% | -$55.3K | 0.18% | 103 |
|
|
2024
Q4 | $1.47M | Sell |
16,662
-5,422
| -25% | -$492K | 0.18% | 101 |
|
|
2024
Q3 | $1.95M | Sell |
22,084
-3,025
| -12% | -$255K | 0.22% | 92 |
|
|
2024
Q2 | $2.04M | Sell |
25,109
-769
| -3% | -$62.6K | 0.24% | 86 |
|
|
2024
Q1 | $2.18M | Sell |
25,878
-2,490
| -9% | -$197K | 0.26% | 85 |
|
|
2023
Q4 | $2.21M | Sell |
28,368
-8,359
| -23% | -$594K | 0.29% | 81 |
|
|
2023
Q3 | $2.54M | Sell |
36,727
-261
| -0.7% | -$19K | 0.37% | 70 |
|
|
2023
Q2 | $2.7M | Buy |
36,988
+3,950
| +12% | +$275K | 0.39% | 67 |
|
|
2023
Q1 | $2.31M | Buy |
33,038
+1,054
| +3% | +$74.4K | 0.35% | 65 |
|
|
2022
Q4 | $2.16M | Buy |
31,984
+150
| +0.5% | +$10.1K | 0.33% | 73 |
|
|
2022
Q3 | $1.98M | Sell |
31,834
-117
| -0.4% | -$8.05K | 0.33% | 79 |
|
|
2022
Q2 | $2.07M | Buy |
31,951
+499
| +2% | +$35.5K | 0.31% | 79 |
|
|
2022
Q1 | $2.45M | Hold |
31,452
| – | – | 0.3% | 89 |
|
|
2021
Q4 | $2.61M | Buy |
31,452
+9,969
| +46% | +$818K | 0.33% | 82 |
|
|
2021
Q3 | $1.68M | Hold |
21,483
| – | – | 0.23% | 100 |
|
|
2021
Q2 | $1.7M | Sell |
21,483
-2,995
| -12% | -$232K | 0.23% | 103 |
|
|
2021
Q1 | $1.81M | Sell |
24,478
-100
| -0.4% | -$7.23K | 0.26% | 95 |
|
|
2020
Q4 | $1.69M | Buy |
24,578
+2,995
| +14% | +$191K | 0.25% | 93 |
|
|
2020
Q3 | $1.24M | Sell |
21,583
-3,471
| -14% | -$198K | 0.21% | 112 |
|
|
2020
Q2 | $1.34M | Buy |
25,054
+16,184
| +182% | +$811K | 0.25% | 91 |
|
|
2020
Q1 | $382K | Sell |
8,870
-2,405
| -21% | -$132K | 0.09% | 143 |
|
|
2019
Q4 | $672K | Sell |
11,275
-275
| -2% | -$15.8K | 0.12% | 139 |
|
|
2019
Q3 | $646K | Hold |
11,550
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $645K | Sell |
11,550
-30
| -0.3% | -$1.65K | 0.13% | 135 |
|
|
2019
Q1 | $625K | Buy |
11,580
+3,760
| +48% | +$195K | 0.13% | 135 |
|
|
2018
Q4 | $364K | Buy |
7,820
+200
| +3% | +$10.1K | 0.08% | 172 |
|
|
2018
Q3 | $420K | Sell |
7,620
-1,400
| -16% | -$76.7K | 0.08% | 183 |
|
|
2018
Q2 | $479K | Hold |
9,020
| – | – | 0.1% | 163 |
|
|
2018
Q1 | $466K | Sell |
9,020
-420
| -4% | -$22.1K | 0.1% | 156 |
|
|
2017
Q4 | $491K | Sell |
9,440
-100
| -1% | -$5.08K | 0.1% | 153 |
|
|
2017
Q3 | $470K | Sell |
9,540
-636
| -6% | -$30.7K | 0.1% | 153 |
|
|
2017
Q2 | $488K | Sell |
10,176
-420
| -4% | -$19.9K | 0.11% | 143 |
|
|
2017
Q1 | $495K | Buy |
10,596
+3,260
| +44% | +$151K | 0.12% | 125 |
|
|
2016
Q4 | $328K | Sell |
7,336
-400
| -5% | -$17.5K | 0.08% | 153 |
|
|
2016
Q3 | $337K | Hold |
7,736
| – | – | 0.08% | 146 |
|
|
2016
Q2 | $325K | Sell |
7,736
-4,500
| -37% | -$186K | 0.08% | 146 |
|
|
2016
Q1 | $498K | Sell |
12,236
-4,120
| -25% | -$157K | 0.12% | 119 |
|
|
2015
Q4 | $655K | Hold |
16,356
| – | – | 0.16% | 109 |
|
|
2015
Q3 | $636K | Sell |
16,356
-4,600
| -22% | -$190K | 0.16% | 113 |
|
|
2015
Q2 | $893K | Hold |
20,956
| – | – | 0.21% | 98 |
|
|
2015
Q1 | $907K | Sell |
20,956
-800
| -4% | -$34K | 0.21% | 99 |
|
|
2014
Q4 | $908K | Sell |
21,756
-400
| -2% | -$16.2K | 0.21% | 97 |
|
|
2014
Q3 | $878K | Sell |
22,156
-1,720
| -7% | -$69.3K | 0.21% | 96 |
|
|
2014
Q2 | $970K | Buy |
23,876
+3,440
| +17% | +$134K | 0.23% | 96 |
|
|
2014
Q1 | $790K | Buy |
20,436
+4,160
| +26% | +$158K | 0.19% | 99 |
|
|
2013
Q4 | $610K | Sell |
16,276
-5,684
| -26% | -$205K | 0.15% | 107 |
|
|
2013
Q3 | $764K | Sell |
21,960
-8,400
| -28% | -$287K | 0.19% | 99 |
|
|
2013
Q2 | $986K | Buy |
+30,360
| New | +$984K | 0.21% | 97 |
|
Other funds holding IWR
