Cypress Capital Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cypress Capital Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,001	Closed	-$418K	–	229
2025 Q1	$418K	Sell	4,001 -86	-2%	-$9.7K	0.05%	154
2024 Q4	$471K	Sell	4,087 -5,267	-56%	-$629K	0.06%	189
2024 Q3	$1.09M	Buy	9,354 +796	+9%	+$89.9K	0.12%	135
2024 Q2	$913K	Sell	8,558 -410	-5%	-$43.9K	0.11%	142
2024 Q1	$991K	Sell	8,968 -89,988	-91%	-$9.56M	0.12%	145
2023 Q4	$10.7M	Buy	98,956 +46,821	+90%	+$4.51M	1.39%	13
2023 Q3	$4.92M	Buy	52,135 +42,608	+447%	+$4.26M	0.71%	37
2023 Q2	$949K	Buy	9,527 +696	+8%	+$66.3K	0.14%	147
2023 Q1	$854K	Sell	8,831 -177	-2%	-$17.7K	0.13%	160
2022 Q4	$853K	Sell	9,008 -1,735	-16%	-$166K	0.13%	153
2022 Q3	$937K	Buy	10,743 +242	+2%	+$23.5K	0.16%	132
2022 Q2	$971K	Buy	10,501 +229	+2%	+$22.8K	0.15%	133
2022 Q1	$1.11M	Buy	10,272 +414	+4%	+$44.7K	0.14%	139
2021 Q4	$1.13M	Buy	9,858 +579	+6%	+$66K	0.14%	128
2021 Q3	$1.01M	Buy	9,279 +716	+8%	+$78.8K	0.14%	135
2021 Q2	$968K	Buy	8,563 +348	+4%	+$38.8K	0.13%	147
2021 Q1	$892K	Buy	8,215 +587	+8%	+$61.4K	0.13%	154
2020 Q4	$701K	Sell	7,628 -1	-0%	-$82	0.11%	167
2020 Q3	$536K	Sell	7,629 -15	-0.2%	-$1.07K	0.09%	170
2020 Q2	$522K	Sell	7,644 -2,815	-27%	-$178K	0.1%	168
2020 Q1	$586K	Sell	10,459 -4,000	-28%	-$298K	0.14%	116
2019 Q4	$1.21M	Sell	14,459 -731	-5%	-$58.8K	0.22%	105
2019 Q3	$1.18M	Sell	15,190 -1,065	-7%	-$82.5K	0.23%	100
2019 Q2	$1.27M	Sell	16,255 -1,318	-8%	-$102K	0.25%	95
2019 Q1	$1.36M	Sell	17,573 -4,333	-20%	-$333K	0.28%	94
2018 Q4	$1.52M	Sell	21,906 -17,351	-44%	-$1.34M	0.35%	76
2018 Q3	$3.42M	Sell	39,257 -679	-2%	-$59.5K	0.65%	55
2018 Q2	$3.33M	Buy	39,936 +28,749	+257%	+$2.34M	0.69%	48
2018 Q1	$861K	Buy	11,187 +2,898	+35%	+$226K	0.18%	114
2017 Q4	$636K	Hold	8,289	–	–	0.13%	135
2017 Q3	$615K	Sell	8,289 -636	-7%	-$44.6K	0.13%	128
2017 Q2	$626K	Sell	8,925 -15,595	-64%	-$1.08M	0.14%	129
2017 Q1	$1.7M	Sell	24,520 -12	-0%	-$828	0.4%	77
2016 Q4	$1.69M	Buy	24,532 +16,990	+225%	+$1.1M	0.4%	73
2016 Q3	$468K	Sell	7,542 -1,440	-16%	-$88K	0.11%	128
2016 Q2	$522K	Buy	8,982 +1,230	+16%	+$70.1K	0.12%	117
2016 Q1	$437K	Sell	7,752 -17,006	-69%	-$888K	0.11%	127
2015 Q4	$1.36M	Sell	24,758 -3,240	-12%	-$183K	0.33%	77
2015 Q3	$1.49M	Sell	27,998 -206	-0.7%	-$11.7K	0.37%	73
2015 Q2	$1.66M	Buy	28,204 +100	+0.4%	+$5.91K	0.38%	71
2015 Q1	$1.66M	Sell	28,104 -510	-2%	-$29.2K	0.38%	72
2014 Q4	$1.63M	Sell	28,614 -9,760	-25%	-$533K	0.38%	75
2014 Q3	$2M	Sell	38,374 -13,500	-26%	-$735K	0.48%	67
2014 Q2	$2.91M	Buy	51,874 +2,000	+4%	+$108K	0.68%	52
2014 Q1	$2.75M	Sell	49,874 -5,700	-10%	-$308K	0.67%	53
2013 Q4	$3.03M	Sell	55,574 -6,440	-10%	-$337K	0.74%	50
2013 Q3	$3.1M	Sell	62,014 -40,404	-39%	-$1.95M	0.76%	48
2013 Q2	$4.63M	Buy	+102,418	New	+$4.54M	0.97%	39

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cypress Capital Group's IJR Position: Q2 2025 in Review

Cypress Capital Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 4,001 shares — an estimated $418K sold.

Cypress Capital Group first reported a position in IJR in Q2 2013 and held it in 48 quarters. The position peaked at $10.7M in Q4 2023. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Cypress Capital Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Cypress Capital Group sold 4,001 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $418K.
Cypress Capital Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and held it in 48 quarters.
Cypress Capital Group's iShares Core S&P Small-Cap ETF position peaked at $10.7M in Q4 2023.
2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Cypress Capital Group's 13F filing for Q2 2025, filed 25 Jul 2025.