Cypress Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cypress Capital’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Sell	2,159 -201	-9%	-$24.2K	0.07%	92
2026 Q1	$252K	Hold	2,360	–	–	0.07%	82
2025 Q4	$279K	Hold	2,360	–	–	0.08%	79
2025 Q3	$276K	Hold	2,360	–	–	0.08%	78
2025 Q2	$251K	Sell	2,360 -85,592	-97%	-$8.18M	0.07%	77
2025 Q1	$7.94M	Sell	87,952 -200	-0.2%	-$19.7K	2.29%	9
2024 Q4	$8.85M	Buy	88,152 +96	+0.1%	+$9.44K	2.53%	9
2024 Q3	$8.26M	Buy	88,056 +87,232	+10,586%	+$7.91M	2.13%	11
2024 Q2	$75.1K	Buy	+824	New	+$70.4K	0.02%	95
2022 Q3	–	Sell	-30,196	Closed	-$1.65M	–	138
2022 Q2	$1.65M	Hold	30,196	–	–	0.24%	78
2022 Q1	$2.1M	Hold	30,196	–	–	0.26%	61
2021 Q4	$2.31M	Hold	30,196	–	–	0.26%	61
2021 Q3	$2.07M	Buy	+30,196	New	+$2.14M	0.26%	55
2019 Q2	–	Sell	-144,916	Closed	-$5.48M	–	67
2019 Q1	$5.48M	Hold	144,916	–	–	2.29%	10
2018 Q4	$4.74M	Buy	+144,916	New	+$5.11M	2.18%	11

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Capital's IWF Position: Q2 2026 in Review

Cypress Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.5% in Q2 2026, selling an estimated $24.2K and leaving 2,159 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #92.

Cypress Capital first reported a position in IWF in Q4 2018 and has held it in 15 quarters since. The position peaked at $8.85M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cypress Capital held 2,159 shares of iShares Russell 1000 Growth ETF worth $268K as of Q2 2026.
Cypress Capital sold 201 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $24.2K.
iShares Russell 1000 Growth ETF made up 0.07% of Cypress Capital's portfolio in Q2 2026, its #92 holding.
Cypress Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 15 quarters since.
Cypress Capital's iShares Russell 1000 Growth ETF position peaked at $8.85M in Q4 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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