CWS
IWB icon

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
2020
Q4 		– Sell
-1,300
Closed -$243K – 396
2020
Q3 		$243K Buy
+1,300
New +$240K 0.06% 214

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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. 621 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.
  • 621 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.