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 Q3	$625K	Hold	2,520	–	–	0.17%	66
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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cypress Capital's IWD Position: Q3 2026 in Review

Cypress Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 2,520 shares worth $625K. 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 20 quarters since. The position peaked at $1.54M in Q4 2021. 543 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Cypress Capital held 2,520 shares of iShares Russell 1000 Value ETF worth $625K as of Q3 2026.
Cypress Capital left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.17% of Cypress Capital's portfolio in Q3 2026, its #66 holding.
Cypress Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 20 quarters since.
Cypress Capital's iShares Russell 1000 Value ETF position peaked at $1.54M in Q4 2021.
543 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.