Cypress Capital Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,745	Closed	-$692K	–	303
2023 Q4	$692K	Buy	2,745 +449	+20%	+$101K	0.09%	183
2023 Q3	$515K	Buy	2,296 +333	+17%	+$79.7K	0.07%	207
2023 Q2	$476K	Buy	1,963 +205	+12%	+$47K	0.07%	222
2023 Q1	$399K	Sell	1,758 -189	-10%	-$43.2K	0.06%	224
2022 Q4	$418K	Buy	1,947 +15	+0.8%	+$3.29K	0.06%	222
2022 Q3	$400K	Buy	1,932 +85	+5%	+$19.1K	0.07%	205
2022 Q2	$381K	Buy	1,847 +230	+14%	+$51.3K	0.06%	220
2022 Q1	$414K	Buy	1,617 +125	+8%	+$32K	0.05%	232
2021 Q4	$437K	Buy	+1,492	New	+$450K	0.05%	224

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cypress Capital Group's IWO Position: Q1 2024 in Review

Cypress Capital Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2024, closing a stake of 2,745 shares — an estimated $692K sold.

Cypress Capital Group first reported a position in IWO in Q4 2021 and held it in 9 quarters. The position peaked at $692K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

Cypress Capital Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Cypress Capital Group sold 2,745 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $692K.
Cypress Capital Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and held it in 9 quarters.
Cypress Capital Group's iShares Russell 2000 Growth ETF position peaked at $692K in Q4 2023.
933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

Based on Cypress Capital Group's 13F filing for Q1 2024, filed 8 May 2024.