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 Q2	$205K	Buy	+845	New	+$197K	0.05%	107

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cypress Financial Planning's IWD Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 845 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings.

390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cypress Financial Planning held 845 shares of iShares Russell 1000 Value ETF worth $205K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Cypress Financial Planning position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Cypress Financial Planning's portfolio in Q2 2026, its #107 holding.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.