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Cypress Wealth Services’s iShares Russell 1000 ETF IWB Stock Holding History

Cypress Wealth Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Sell
4,911
-453
-8% -$180K 0.25% 77
2026
Q1 		$1.91M Sell
5,364
-968
-15% -$361K 0.27% 76
2025
Q4 		$2.36M Sell
6,332
-1
-0% -$370 0.33% 65
2025
Q3 		$2.31M Sell
6,333
-69
-1% -$24.3K 0.38% 57
2025
Q2 		$2.17M Sell
6,402
-76
-1% -$23.9K 0.39% 55
2025
Q1 		$1.99M Buy
6,478
+1,518
+31% +$491K 0.4% 53
2024
Q4 		$1.6M Hold
4,960
– – 0.32% 63
2024
Q3 		$1.56M Buy
4,960
+33
+0.7% +$9.99K 0.32% 64
2024
Q2 		$1.47M Buy
4,927
+17
+0.3% +$4.88K 0.33% 65
2024
Q1 		$1.41M Sell
4,910
-973
-17% -$267K 0.33% 64
2023
Q4 		$1.54M Buy
5,883
+645
+12% +$158K 0.38% 53
2023
Q3 		$1.23M Buy
5,238
+763
+17% +$187K 0.34% 61
2023
Q2 		$1.11M Sell
4,475
-163
-4% -$37.5K 0.29% 67
2023
Q1 		$1.04M Buy
4,638
+997
+27% +$219K 0.31% 65
2022
Q4 		$767K Sell
3,641
-784
-18% -$166K 0.25% 85
2022
Q3 		$887K Buy
4,425
+2,243
+103% +$492K 0.3% 76
2022
Q2 		$453K Sell
2,182
-169
-7% -$38.2K 0.14% 123
2022
Q1 		$588K Buy
2,351
+435
+23% +$107K 0.16% 102
2021
Q4 		$507K Hold
1,916
– – 0.14% 113
2021
Q3 		$463K Sell
1,916
-209
-10% -$52K 0.14% 120
2021
Q2 		$514K Buy
2,125
+874
+70% +$206K 0.14% 126
2021
Q1 		$280K Sell
1,251
-50
-4% -$10.9K 0.06% 234
2020
Q4 		$276K Buy
+1,301
New +$260K 0.06% 217
2020
Q3 		– Sell
-1,299
Closed -$240K – 378
2020
Q2 		$223K Buy
+1,299
New +$210K 0.05% 237
2020
Q1 		– Sell
-1,298
Closed -$232K – 259
2019
Q4 		$232K Sell
1,298
-30
-2% -$5.12K 0.06% 218
2019
Q3 		$218K Buy
+1,328
New +$218K 0.06% 222

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Wealth Services's IWB Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Russell 1000 ETF (IWB) stake by 8.4% in Q2 2026, selling an estimated $180K and leaving 4,911 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #77.

Cypress Wealth Services first reported a position in IWB in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.36M in Q4 2025. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cypress Wealth Services held 4,911 shares of iShares Russell 1000 ETF worth $2.01M as of Q2 2026.
  • Cypress Wealth Services sold 453 iShares Russell 1000 ETF shares in Q2 2026, an estimated $180K.
  • iShares Russell 1000 ETF made up 0.25% of Cypress Wealth Services's portfolio in Q2 2026, its #77 holding.
  • Cypress Wealth Services first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 26 quarters since.
  • Cypress Wealth Services's iShares Russell 1000 ETF position peaked at $2.36M in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.