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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
2020
Q4 		– Sell
-4,908
Closed -$424K – 402
2020
Q3 		$424K Buy
+4,908
New +$414K 0.11% 150

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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. 496 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.
  • 496 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.