Cypress Wealth Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cypress Wealth Services’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$310K	Buy	2,119 +3	+0.1%	+$414	0.04%	332
2026 Q1	$271K	Hold	2,116	–	–	0.04%	325
2025 Q4	$290K	Hold	2,116	–	–	0.04%	310
2025 Q3	$301K	Buy	2,116 +558	+36%	+$78.9K	0.05%	255
2025 Q2	$216K	Buy	+1,558	New	+$197K	0.04%	290
2022 Q2	–	Sell	-2,170	Closed	-$218K	–	244
2022 Q1	$218K	Hold	2,170	–	–	0.06%	219
2021 Q4	$250K	Hold	2,170	–	–	0.07%	196
2021 Q3	$243K	Hold	2,170	–	–	0.07%	192
2021 Q2	$246K	Sell	2,170 -4,194	-66%	-$448K	0.07%	226
2021 Q1	$650K	Hold	6,364	–	–	0.14%	124
2020 Q4	$653K	Buy	+6,364	New	+$606K	0.15%	110
2020 Q3	–	Sell	-4,908	Closed	-$414K	–	384
2020 Q2	$388K	Hold	4,908	–	–	0.09%	171
2020 Q1	$298K	Hold	4,908	–	–	0.09%	183
2019 Q4	$374K	Hold	4,908	–	–	0.09%	164
2019 Q3	$347K	Buy	4,908 +326	+7%	+$23.4K	0.1%	170
2019 Q2	$327K	Sell	4,582 -204	-4%	-$14.2K	0.09%	177
2019 Q1	$325K	Buy	4,786 +858	+22%	+$55.1K	0.1%	171
2018 Q4	$223K	Sell	3,928 -82	-2%	-$4.99K	0.09%	183
2018 Q3	$272K	Hold	4,010	–	–	0.1%	174
2018 Q2	$254K	Hold	4,010	–	–	0.1%	184
2018 Q1	$247K	Hold	4,010	–	–	0.11%	157
2017 Q4	$242K	Buy	+4,010	New	+$236K	0.1%	171

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Cypress Wealth Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.14% in Q2 2026, buying an estimated $414 and bringing the position to 2,119 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #332.

Cypress Wealth Services first reported a position in IWP in Q4 2017 and has held it in 22 quarters since. The position peaked at $653K in Q4 2020. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cypress Wealth Services held 2,119 shares of iShares Russell Mid-Cap Growth ETF worth $310K as of Q2 2026.
Cypress Wealth Services bought 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #332 holding.
Cypress Wealth Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 22 quarters since.
Cypress Wealth Services's iShares Russell Mid-Cap Growth ETF position peaked at $653K in Q4 2020.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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