CCG
Cypress Capital Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
11,417
-4,625
| -29% | -$425K | 0.13% | 116 |
|
|
2025
Q1 | $1.36M | Sell |
16,042
-620
| -4% | -$52.7K | 0.18% | 103 |
|
|
2024
Q4 | $1.47M | Sell |
16,662
-5,422
| -25% | -$479K | 0.18% | 101 |
|
|
2024
Q3 | $1.95M | Sell |
22,084
-3,025
| -12% | -$267K | 0.22% | 92 |
|
|
2024
Q2 | $2.04M | Sell |
25,109
-769
| -3% | -$62.4K | 0.24% | 86 |
|
|
2024
Q1 | $2.18M | Sell |
25,878
-2,490
| -9% | -$209K | 0.26% | 85 |
|
|
2023
Q4 | $2.21M | Sell |
28,368
-8,359
| -23% | -$650K | 0.29% | 81 |
|
|
2023
Q3 | $2.54M | Sell |
36,727
-261
| -0.7% | -$18.1K | 0.37% | 70 |
|
|
2023
Q2 | $2.7M | Buy |
36,988
+3,950
| +12% | +$288K | 0.39% | 67 |
|
|
2023
Q1 | $2.31M | Buy |
33,038
+1,054
| +3% | +$73.7K | 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% | -$7.27K | 0.33% | 79 |
|
|
2022
Q2 | $2.07M | Buy |
31,951
+499
| +2% | +$32.3K | 0.31% | 79 |
|
|
2022
Q1 | $2.45M | Hold |
31,452
| – | – | 0.3% | 89 |
|
|
2021
Q4 | $2.61M | Buy |
31,452
+9,969
| +46% | +$828K | 0.33% | 82 |
|
|
2021
Q3 | $1.68M | Hold |
21,483
| – | – | 0.23% | 100 |
|
|
2021
Q2 | $1.7M | Sell |
21,483
-2,995
| -12% | -$237K | 0.23% | 103 |
|
|
2021
Q1 | $1.81M | Sell |
24,478
-100
| -0.4% | -$7.39K | 0.26% | 95 |
|
|
2020
Q4 | $1.69M | Buy |
24,578
+2,995
| +14% | +$205K | 0.25% | 93 |
|
|
2020
Q3 | $1.24M | Sell |
21,583
-3,471
| -14% | -$199K | 0.21% | 112 |
|
|
2020
Q2 | $1.34M | Buy |
25,054
+16,184
| +182% | +$868K | 0.25% | 91 |
|
|
2020
Q1 | $382K | Sell |
8,870
-2,405
| -21% | -$104K | 0.09% | 143 |
|
|
2019
Q4 | $672K | Sell |
11,275
-275
| -2% | -$16.4K | 0.12% | 139 |
|
|
2019
Q3 | $646K | Hold |
11,550
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $645K | Sell |
11,550
-30
| -0.3% | -$1.68K | 0.13% | 135 |
|
|
2019
Q1 | $625K | Buy |
11,580
+3,760
| +48% | +$203K | 0.13% | 135 |
|
|
2018
Q4 | $364K | Buy |
7,820
+5,915
| +310% | +$275K | 0.08% | 172 |
|
|
2018
Q3 | $420K | Sell |
1,905
-350
| -16% | -$77.2K | 0.08% | 183 |
|
|
2018
Q2 | $479K | Hold |
2,255
| – | – | 0.1% | 163 |
|
|
2018
Q1 | $466K | Sell |
2,255
-105
| -4% | -$21.7K | 0.1% | 156 |
|
|
2017
Q4 | $491K | Sell |
2,360
-25
| -1% | -$5.2K | 0.1% | 153 |
|
|
2017
Q3 | $470K | Sell |
2,385
-159
| -6% | -$31.3K | 0.1% | 153 |
|
|
2017
Q2 | $488K | Sell |
2,544
-105
| -4% | -$20.1K | 0.11% | 143 |
|
|
2017
Q1 | $495K | Buy |
2,649
+815
| +44% | +$152K | 0.12% | 125 |
|
|
2016
Q4 | $328K | Sell |
1,834
-100
| -5% | -$17.9K | 0.08% | 153 |
|
|
2016
Q3 | $337K | Hold |
1,934
| – | – | 0.08% | 146 |
|
|
2016
Q2 | $325K | Sell |
1,934
-1,125
| -37% | -$189K | 0.08% | 146 |
|
|
2016
Q1 | $498K | Sell |
3,059
-1,030
| -25% | -$168K | 0.12% | 119 |
|
|
2015
Q4 | $655K | Hold |
4,089
| – | – | 0.16% | 109 |
|
|
2015
Q3 | $636K | Sell |
4,089
-1,150
| -22% | -$179K | 0.16% | 113 |
|
|
2015
Q2 | $893K | Hold |
5,239
| – | – | 0.21% | 98 |
|
|
2015
Q1 | $907K | Sell |
5,239
-200
| -4% | -$34.6K | 0.21% | 99 |
|
|
2014
Q4 | $908K | Sell |
5,439
-100
| -2% | -$16.7K | 0.21% | 97 |
|
|
2014
Q3 | $878K | Sell |
5,539
-430
| -7% | -$68.2K | 0.21% | 96 |
|
|
2014
Q2 | $970K | Buy |
5,969
+860
| +17% | +$140K | 0.23% | 96 |
|
|
2014
Q1 | $790K | Buy |
5,109
+1,040
| +26% | +$161K | 0.19% | 99 |
|
|
2013
Q4 | $610K | Sell |
4,069
-1,421
| -26% | -$213K | 0.15% | 107 |
|
|
2013
Q3 | $764K | Sell |
5,490
-2,100
| -28% | -$292K | 0.19% | 99 |
|
|
2013
Q2 | $986K | Buy |
+7,590
| New | +$986K | 0.21% | 97 |
|