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IYG icon

Cypress Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Cypress Asset Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-33,180
Closed -$1.35M – 146
2020
Q3 		$1.35M Sell
33,180
-20,289
-38% -$837K 0.42% 73
2020
Q2 		$2.13M Sell
53,469
-29,850
-36% -$1.15M 0.71% 50
2020
Q1 		$2.85M Sell
83,319
-7,575
-8% -$346K 1.23% 23
2019
Q4 		$4.6M Sell
90,894
-47,355
-34% -$2.27M 1.57% 17
2019
Q3 		$6.29M Sell
138,249
-7,590
-5% -$342K 2.18% 11
2019
Q2 		$6.51M Buy
145,839
+77,814
+114% +$3.41M 2.23% 10
2019
Q1 		$2.83M Sell
68,025
-2,025
-3% -$83.9K 0.96% 32
2018
Q4 		$2.62M Sell
70,050
-1,440
-2% -$59.4K 0.98% 31
2018
Q3 		$3.18M Sell
71,490
-825
-1% -$37.3K 0.93% 34
2018
Q2 		$3.12M Buy
72,315
+39,825
+123% +$1.77M 0.92% 36
2018
Q1 		$1.42M Buy
32,490
+17,640
+119% +$801K 0.42% 74
2017
Q4 		$646K Buy
+14,850
New +$619K 0.14% 116

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Asset Management's IYG Position: Q4 2020 in Review

Cypress Asset Management sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 33,180 shares — an estimated $1.35M sold.

Cypress Asset Management first reported a position in IYG in Q4 2017 and held it in 12 quarters. The position peaked at $6.51M in Q2 2019. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Cypress Asset Management reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Cypress Asset Management sold 33,180 iShares US Financial Services ETF shares in Q4 2020, an estimated $1.35M.
  • Cypress Asset Management first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 12 quarters.
  • Cypress Asset Management's iShares US Financial Services ETF position peaked at $6.51M in Q2 2019.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Cypress Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.