Cypress Wealth Services
IWD icon

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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Cypress Wealth Services's IWD Position: Q3 2026 in Review

Cypress Wealth Services increased its iShares Russell 1000 Value ETF (IWD) stake by 0.05% in Q3 2026, buying an estimated $253 and bringing the position to 2,045 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #232.

Cypress Wealth Services first reported a position in IWD in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2019. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Cypress Wealth Services held 2,045 shares of iShares Russell 1000 Value ETF worth $515K as of Q3 2026.
  • Cypress Wealth Services bought 1 iShares Russell 1000 Value ETF share in Q3 2026, an estimated $253.
  • iShares Russell 1000 Value ETF made up 0.06% of Cypress Wealth Services's portfolio in Q3 2026, its #232 holding.
  • Cypress Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 18 quarters since.
  • Cypress Wealth Services's iShares Russell 1000 Value ETF position peaked at $1.5M in Q4 2019.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.