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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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. 1,978 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.
1,978 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.