Cypress Financial Planning
IWD icon

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

Cypress Financial Planning’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 		$209K Sell
843
-2
-0.2% -$506 0.06% 101
2026
Q2 		$205K Buy
+845
New +$197K 0.05% 107

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Cypress Financial Planning's IWD Position: Q3 2026 in Review

Cypress Financial Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.24% in Q3 2026, selling an estimated $506 and leaving 843 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #101.

Cypress Financial Planning first reported a position in IWD in Q2 2026 and has held it in 2 quarters since. 1,608 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Cypress Financial Planning held 843 shares of iShares Russell 1000 Value ETF worth $209K as of Q3 2026.
  • Cypress Financial Planning sold 2 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $506.
  • iShares Russell 1000 Value ETF made up 0.06% of Cypress Financial Planning's portfolio in Q3 2026, its #101 holding.
  • Cypress Financial Planning first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,608 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.