CWS
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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
2020
Q4 		– Sell
-7,098
Closed -$838K – 397
2020
Q3 		$838K Buy
+7,098
New +$842K 0.21% 87

Other funds holding IWD

SP
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
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
LC
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. 514 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.
  • 514 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.