CWS
IWM icon

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
2020
Q4 		– Sell
-6,954
Closed -$1.04M – 399
2020
Q3 		$1.04M Buy
+6,954
New +$1.05M 0.27% 78

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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. 1,116 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.
  • 1,116 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.