CWS
IWF icon

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

Cypress Wealth Services’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,028
Closed -$598K – 398
2020
Q3 		$598K Buy
+11,028
New +$581K 0.15% 116

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cypress Wealth Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q2 2026, selling an estimated $13.5K and leaving 6,068 shares worth $753K. The position accounts for 0.09% of the portfolio, ranked #168.

Cypress Wealth Services first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.46M in Q1 2018. 1,071 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cypress Wealth Services held 6,068 shares of iShares Russell 1000 Growth ETF worth $753K as of Q2 2026.
  • Cypress Wealth Services sold 112 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #168 holding.
  • Cypress Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's iShares Russell 1000 Growth ETF position peaked at $1.46M in Q1 2018.
  • 1,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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