iShares Russell 1000 Value Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 1.6k | 203.59 |
| 2021-03-31 | $1.1M | 7.0k | 151.55 |
| 2020-12-31 | $968k | 7.1k | 136.74 |
| 2020-09-30 | $838k | 7.1k | 118.06 |
| 2020-06-30 | $799k | 7.1k | 112.58 |
| 2020-03-31 | $1.1M | 11k | 99.22 |
| 2019-12-31 | $1.5M | 11k | 136.50 |
| 2019-09-30 | $1.4M | 11k | 128.26 |
| 2019-06-30 | $1.4M | 11k | 127.20 |
| 2019-03-31 | $1.2M | 9.9k | 123.50 |
| 2018-12-31 | $1.1M | 10k | 111.05 |
| 2018-09-30 | $1.1M | 8.6k | 126.58 |
| 2018-06-30 | $1.0M | 8.6k | 121.36 |
| 2018-03-31 | $1.0M | 8.6k | 119.94 |
| 2017-12-31 | $1.0M | 8.2k | 124.31 |
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