Cypress Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cypress Asset Management’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
2021 Q2	–	Sell	-1,210	Closed	-$267K	–	136
2021 Q1	$267K	Hold	1,210	–	–	0.07%	125
2020 Q4	$237K	Buy	+1,210	New	+$212K	0.07%	135
2014 Q3	–	Sell	-1,843	Closed	-$219K	–	205
2014 Q2	$219K	Hold	1,843	–	–	0.04%	198
2014 Q1	$214K	Hold	1,843	–	–	0.04%	189
2013 Q4	$213K	Sell	1,843 -300	-14%	-$33.1K	0.04%	190
2013 Q3	$228K	Hold	2,143	–	–	0.04%	177
2013 Q2	$208K	Buy	+2,143	New	+$205K	0.04%	184

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cypress Asset Management's IWM Position: Q2 2021 in Review

Cypress Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 1,210 shares — an estimated $267K sold.

Cypress Asset Management first reported a position in IWM in Q2 2013 and held it in 7 quarters. The position peaked at $267K in Q1 2021. 1,825 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Cypress Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Cypress Asset Management sold 1,210 iShares Russell 2000 ETF shares in Q2 2021, an estimated $267K.
Cypress Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 7 quarters.
Cypress Asset Management's iShares Russell 2000 ETF position peaked at $267K in Q1 2021.
1,825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Cypress Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.