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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$513K Hold
2025
Q2
$489K Hold
2025
Q1
$474K Hold
2024
Q4
$467K Hold
2024
Q3
$478K Sell
2024
Q2
$463K Buy
2024
Q1
$451K Sell
2023
Q4
$439K Hold
2023
Q3
$403K Hold
2023
Q2
$419K Buy
2023
Q1
Sell
2022
Q4
$403K Hold
2022
Q3
$361K Sell
2022
Q2
$1.16M Hold
2022
Q1
$1.33M Sell
2021
Q4
$1.54M Buy
2021
Q3
$1.25M Buy