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
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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Cypress Capital Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 1,717 shares — an estimated $207K sold.

Cypress Capital Group first reported a position in IWS in Q1 2022 and held it in 10 quarters. The position peaked at $1.09M in Q4 2023. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

Cypress Capital Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Cypress Capital Group sold 1,717 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $207K.
Cypress Capital Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and held it in 10 quarters.
Cypress Capital Group's iShares Russell Mid-Cap Value ETF position peaked at $1.09M in Q4 2023.
878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

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