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Cypress Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Cypress Wealth Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$609K Sell
2,028
-285
-12% -$80.1K 0.07% 204
2026
Q1 		$574K Buy
2,313
+253
+12% +$65.3K 0.08% 199
2025
Q4 		$507K Buy
2,060
+766
+59% +$188K 0.07% 207
2025
Q3 		$313K Sell
1,294
-3,854
-75% -$884K 0.05% 249
2025
Q2 		$1.11M Buy
5,148
+3,855
+298% +$776K 0.2% 91
2025
Q1 		$258K Sell
1,293
-3
-0.2% -$651 0.05% 235
2024
Q4 		$286K Buy
1,296
+91
+8% +$20.7K 0.06% 214
2024
Q3 		$266K Sell
1,205
-38
-3% -$8.13K 0.06% 222
2024
Q2 		$252K Hold
1,243
– – 0.06% 216
2024
Q1 		$261K Buy
+1,243
New +$248K 0.06% 213
2022
Q2 		– Sell
-1,037
Closed -$213K – 243
2022
Q1 		$213K Sell
1,037
-1,118
-52% -$228K 0.06% 225
2021
Q4 		$479K Sell
2,155
-6
-0.3% -$1.36K 0.13% 119
2021
Q3 		$473K Buy
2,161
+25
+1% +$5.54K 0.14% 116
2021
Q2 		$490K Sell
2,136
-6,040
-74% -$1.36M 0.13% 130
2021
Q1 		$1.81M Buy
8,176
+437
+6% +$95.4K 0.38% 59
2020
Q4 		$1.52M Buy
+7,739
New +$1.35M 0.34% 61
2020
Q3 		– Sell
-6,165
Closed -$927K – 381
2020
Q2 		$883K Sell
6,165
-2,545
-29% -$334K 0.21% 102
2020
Q1 		$997K Sell
8,710
-6,955
-44% -$1.04M 0.29% 88
2019
Q4 		$2.6M Sell
15,665
-493
-3% -$77.9K 0.65% 49
2019
Q3 		$2.44M Sell
16,158
-761
-4% -$116K 0.67% 46
2019
Q2 		$2.63M Buy
16,919
+1,948
+13% +$300K 0.76% 41
2019
Q1 		$2.29M Buy
14,971
+2,329
+18% +$350K 0.73% 44
2018
Q4 		$1.69M Sell
12,642
-2,215
-15% -$330K 0.67% 45
2018
Q3 		$2.5M Buy
14,857
+735
+5% +$124K 0.9% 33
2018
Q2 		$2.31M Buy
14,122
+2,444
+21% +$391K 0.88% 34
2018
Q1 		$1.77M Buy
11,678
+1,375
+13% +$212K 0.76% 38
2017
Q4 		$1.57M Buy
+10,303
New +$1.55M 0.65% 45

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cypress Wealth Services reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, selling an estimated $80.1K and leaving 2,028 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #204.

Cypress Wealth Services first reported a position in IWM in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.63M in Q2 2019. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cypress Wealth Services held 2,028 shares of iShares Russell 2000 ETF worth $609K as of Q2 2026.
  • Cypress Wealth Services sold 285 iShares Russell 2000 ETF shares in Q2 2026, an estimated $80.1K.
  • iShares Russell 2000 ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #204 holding.
  • Cypress Wealth Services first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 27 quarters since.
  • Cypress Wealth Services's iShares Russell 2000 ETF position peaked at $2.63M in Q2 2019.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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