Cypress Financial Planning
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Cypress Financial Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Cypress Financial Planning’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$536K Sell
1,929
-15
-0.8% -$4.4K 0.14% 58
2026
Q2 		$584K Sell
1,944
-51
-3% -$14.3K 0.14% 59
2026
Q1 		$495K Sell
1,995
-4
-0.2% -$1.03K 0.14% 62
2025
Q4 		$496K Sell
1,999
-18
-0.9% -$4.42K 0.14% 63
2025
Q3 		$488K Sell
2,017
-99
-5% -$22.7K 0.15% 51
2025
Q2 		$457K Buy
2,116
+112
+6% +$22.5K 0.15% 50
2025
Q1 		$400K Buy
2,004
+6
+0.3% +$1.3K 0.14% 49
2024
Q4 		$441K Buy
1,998
+3
+0.2% +$684 0.16% 43
2024
Q3 		$441K Sell
1,995
-118
-6% -$25.2K 0.16% 42
2024
Q2 		$429K Buy
2,113
+417
+25% +$84.3K 0.18% 42
2024
Q1 		$357K Buy
1,696
+562
+50% +$112K 0.16% 45
2023
Q4 		$220K Sell
1,134
-693
-38% -$124K 0.2% 40
2023
Q3 		$323K Sell
1,827
-175
-9% -$32.9K 0.18% 45
2023
Q2 		$376K Sell
2,002
-14
-0.7% -$2.5K 0.21% 39
2023
Q1 		$360K Buy
2,016
+50
+3% +$9.21K 0.22% 39
2022
Q4 		$341K Hold
1,966
– – 0.23% 40
2022
Q3 		$324K Sell
1,966
-60
-3% -$10.9K 0.23% 40
2022
Q2 		$343K Buy
+2,026
New +$373K 0.24% 40

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Cypress Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q3 2026, selling an estimated $4.4K and leaving 1,929 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #58.

Cypress Financial Planning first reported a position in IWM in Q2 2022 and has held it in 18 quarters since. The position peaked at $584K in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Cypress Financial Planning held 1,929 shares of iShares Russell 2000 ETF worth $536K as of Q3 2026.
  • Cypress Financial Planning sold 15 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.4K.
  • iShares Russell 2000 ETF made up 0.14% of Cypress Financial Planning's portfolio in Q3 2026, its #58 holding.
  • Cypress Financial Planning first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's iShares Russell 2000 ETF position peaked at $584K in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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