Cypress Capital Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+1,252	New	+$198K	0.02%	305
2024 Q3	–	Sell	-1,717	Closed	-$207K	–	319
2024 Q2	$207K	Hold	1,717	–	–	0.02%	282
2024 Q1	$215K	Sell	1,717 -7,626	-82%	-$898K	0.03%	281
2023 Q4	$1.09M	Buy	9,343 +106	+1%	+$11.3K	0.14%	128
2023 Q3	$964K	Buy	9,237 +732	+9%	+$80.7K	0.14%	139
2023 Q2	$934K	Buy	8,505 +35	+0.4%	+$3.69K	0.14%	150
2023 Q1	$900K	Buy	8,470 +1,006	+13%	+$110K	0.14%	148
2022 Q4	$786K	Buy	7,464 +3,747	+101%	+$393K	0.12%	161
2022 Q3	$357K	Buy	3,717 +119	+3%	+$12.7K	0.06%	212
2022 Q2	$365K	Buy	3,598 +527	+17%	+$58.9K	0.06%	227
2022 Q1	$367K	Buy	+3,071	New	+$362K	0.05%	241

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cypress Capital Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,252 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: Cypress Capital Group previously reported a position in IWS as recently as Q2 2024.

Cypress Capital Group first reported a position in IWS in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cypress Capital Group held 1,252 shares of iShares Russell Mid-Cap Value ETF worth $206K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Cypress Capital Group position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #305 holding.
Cypress Capital Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 11 quarters since.
Cypress Capital Group's iShares Russell Mid-Cap Value ETF position peaked at $1.09M in Q4 2023.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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