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

Cypress Wealth Services’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	$495K	Sell	2,044 -53	-3%	-$12.3K	0.06%	241
2026 Q1	$448K	Buy	2,097 +1	+0%	+$219	0.06%	238
2025 Q4	$441K	Buy	2,096 +470	+29%	+$97.1K	0.06%	222
2025 Q3	$331K	Buy	+1,626	New	+$323K	0.05%	233
2021 Q2	–	Sell	-6,988	Closed	-$1.06M	–	286
2021 Q1	$1.06M	Sell	6,988 -91	-1%	-$13.2K	0.22%	89
2020 Q4	$968K	Buy	+7,079	New	+$908K	0.22%	85
2020 Q3	–	Sell	-7,097	Closed	-$842K	–	379
2020 Q2	$799K	Sell	7,097 -3,607	-34%	-$397K	0.19%	107
2020 Q1	$1.06M	Sell	10,704 -322	-3%	-$40.1K	0.31%	84
2019 Q4	$1.5M	Buy	11,026 +111	+1%	+$14.6K	0.38%	79
2019 Q3	$1.4M	Buy	10,915 +50	+0.5%	+$6.35K	0.38%	79
2019 Q2	$1.38M	Buy	10,865 +970	+10%	+$121K	0.4%	78
2019 Q1	$1.22M	Sell	9,895 -299	-3%	-$35.9K	0.39%	79
2018 Q4	$1.13M	Buy	10,194 +1,583	+18%	+$190K	0.45%	67
2018 Q3	$1.09M	Hold	8,611	–	–	0.39%	75
2018 Q2	$1.04M	Buy	8,611 +40	+0.5%	+$4.86K	0.4%	73
2018 Q1	$1.03M	Buy	8,571 +406	+5%	+$50.6K	0.44%	68
2017 Q4	$1.01M	Buy	+8,165	New	+$989K	0.42%	66

Other funds holding IWD

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

SGAM

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

MAM

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

CMA

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

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

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

Cypress Wealth Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q2 2026, selling an estimated $12.3K and leaving 2,044 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #241.

Cypress Wealth Services first reported a position in IWD in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2019. 509 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cypress Wealth Services held 2,044 shares of iShares Russell 1000 Value ETF worth $495K as of Q2 2026.
Cypress Wealth Services sold 53 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell 1000 Value ETF made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #241 holding.
Cypress Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 17 quarters since.
Cypress Wealth Services's iShares Russell 1000 Value ETF position peaked at $1.5M in Q4 2019.
509 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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