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 Q3	–	Sell	-1,252	Closed	-$206K	–	319
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cypress Capital Group's IWS Position: Q3 2026 in Review

Cypress Capital Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 1,252 shares — an estimated $206K sold.

Cypress Capital Group first reported a position in IWS in Q1 2022 and held it in 11 quarters. The position peaked at $1.09M in Q4 2023. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Cypress Capital Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Cypress Capital Group sold 1,252 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $206K.
Cypress Capital Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and held it in 11 quarters.
Cypress Capital Group's iShares Russell Mid-Cap Value ETF position peaked at $1.09M in Q4 2023.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Cypress Capital Group's 13F filing for Q3 2026, filed 3 Nov 2026.