Cypress Wealth Services, LLC Ishares Russell Mid Cap Growth Transaction History

Cypress Wealth Services, LLC

$555 Million
Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,116 shares of IWP stock, worth $303,709. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,116

Previous 1,558 35.82%

Holding current value

$303,709

Previous $216,000 39.35%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$137.51 - $145.26 $76,730 - $81,055	558 Added 35.82%	2,116 $301,000
Q2 2025 Jul 28, 2025	BUY	$104.34 - $138.68 $162,561 - $216,063	1,558 New	1,558 $216,000
Q2 2022 Jul 27, 2022	SELL	$75.41 - $102.47 $163,639 - $222,359	-2,170 Closed	0 $0
Q2 2021 Jul 14, 2021	SELL	$99.98 - $113.73 $419,316 - $476,983	-4,194 Reduced 65.9%	2,170 $246,000
Q4 2020 Jan 22, 2021	BUY	$86.54 - $104.78 $338,371 - $409,689	3,910 Added 159.33%	6,364 $653,000
Q3 2019 Oct 16, 2019	BUY	$70.16 - $72.24 $11,436 - $11,775	163 Added 7.11%	2,454 $347,000
Q2 2019 Jul 24, 2019	SELL	N/A	-102 Reduced 4.26%	2,291 $327,000
Q1 2019 Apr 19, 2019	BUY	N/A	429 Added 21.84%	2,393 $325,000
Q4 2018 Jan 22, 2019	SELL	N/A	-41 Reduced 2.04%	1,964 $223,000
Q4 2017 Feb 05, 2018	BUY	N/A	2,005	2,005 $242,000

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Cypress Wealth Services, LLC Ishares Russell Mid Cap Growth Transaction History