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Cypress Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cypress Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$611K Hold
2,520
– – 0.17% 66
2026
Q1 		$538K Hold
2,520
– – 0.15% 64
2025
Q4 		$530K Hold
2,520
– – 0.15% 67
2025
Q3 		$513K Hold
2,520
– – 0.15% 68
2025
Q2 		$489K Hold
2,520
– – 0.14% 64
2025
Q1 		$474K Hold
2,520
– – 0.14% 64
2024
Q4 		$467K Hold
2,520
– – 0.13% 59
2024
Q3 		$478K Sell
2,520
-135
-5% -$24.6K 0.12% 62
2024
Q2 		$463K Buy
2,655
+135
+5% +$23.6K 0.12% 68
2024
Q1 		$451K Sell
2,520
-135
-5% -$22.8K 0.12% 61
2023
Q4 		$439K Hold
2,655
– – 0.12% 58
2023
Q3 		$403K Hold
2,655
– – 0.12% 59
2023
Q2 		$419K Buy
+2,655
New +$406K 0.12% 60
2023
Q1 		– Sell
-2,655
Closed -$403K – 84
2022
Q4 		$403K Hold
2,655
– – 0.13% 68
2022
Q3 		$361K Sell
2,655
-5,343
-67% -$803K 0.13% 74
2022
Q2 		$1.16M Hold
7,998
– – 0.17% 102
2022
Q1 		$1.33M Sell
7,998
-1,196
-13% -$196K 0.16% 105
2021
Q4 		$1.54M Buy
9,194
+1,196
+15% +$196K 0.18% 95
2021
Q3 		$1.25M Buy
+7,998
New +$1.28M 0.16% 105

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cypress Capital's IWD Position: Q2 2026 in Review

Cypress Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,520 shares worth $611K. The position accounts for 0.17% of the portfolio, ranked #66.

Cypress Capital first reported a position in IWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2021. 400 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cypress Capital held 2,520 shares of iShares Russell 1000 Value ETF worth $611K as of Q2 2026.
  • Cypress Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.17% of Cypress Capital's portfolio in Q2 2026, its #66 holding.
  • Cypress Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Cypress Capital's iShares Russell 1000 Value ETF position peaked at $1.54M in Q4 2021.
  • 400 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.