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 Q3	$266K	Sell	2,121 -38	-2%	-$4.65K	0.07%	97
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Cypress Capital's IWF Position: Q3 2026 in Review

Cypress Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q3 2026, selling an estimated $4.65K and leaving 2,121 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #97.

Cypress Capital first reported a position in IWF in Q4 2018 and has held it in 16 quarters since. The position peaked at $8.85M in Q4 2024. 1,144 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Cypress Capital held 2,121 shares of iShares Russell 1000 Growth ETF worth $266K as of Q3 2026.
Cypress Capital sold 38 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $4.65K.
iShares Russell 1000 Growth ETF made up 0.07% of Cypress Capital's portfolio in Q3 2026, its #97 holding.
Cypress Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 16 quarters since.
Cypress Capital's iShares Russell 1000 Growth ETF position peaked at $8.85M in Q4 2024.
1,144 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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