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Cypress Capital Management (Delaware)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-11,681
Closed -$1.02M – 79
2022
Q3 		$1.02M Buy
11,681
+545
+5% +$52.9K 0.19% 92
2022
Q2 		$1.03M Sell
11,136
-995
-8% -$99K 0.15% 98
2022
Q1 		$1.31M Buy
12,131
+537
+5% +$57.9K 0.16% 95
2021
Q4 		$1.33M Buy
11,594
+448
+4% +$51.1K 0.15% 102
2021
Q3 		$1.26M Hold
11,146
– – 0.17% 90
2021
Q2 		$1.26M Sell
11,146
-1,690
-13% -$189K 0.17% 91
2021
Q1 		$1.39M Buy
12,836
+350
+3% +$36.6K 0.19% 85
2020
Q4 		$1.15M Sell
12,486
-65
-0.5% -$5.34K 0.16% 91
2020
Q3 		$881K Buy
12,551
+675
+6% +$48.4K 0.14% 99
2020
Q2 		$811K Buy
11,876
+1,425
+14% +$90K 0.13% 96
2020
Q1 		$586K Sell
10,451
-575
-5% -$42.8K 0.12% 103
2019
Q4 		$925K Sell
11,026
-100
-0.9% -$8.05K 0.14% 93
2019
Q3 		$866K Buy
11,126
+3,300
+42% +$256K 0.14% 92
2019
Q2 		$613K Hold
7,826
– – 0.11% 111
2019
Q1 		$604K Hold
7,826
– – 0.11% 103
2018
Q4 		$542K Buy
+7,826
New +$605K 0.11% 102
2018
Q3 		– Sell
-10,086
Closed -$842K – 152
2018
Q2 		$842K Hold
10,086
– – 0.16% 81
2018
Q1 		$777K Buy
10,086
+500
+5% +$38.9K 0.15% 83
2017
Q4 		$736K Hold
9,586
– – 0.14% 83
2017
Q3 		$711K Buy
+9,586
New +$672K 0.15% 80

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Capital Management (Delaware)'s IJR Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2022, closing a stake of 11,681 shares — an estimated $1.02M sold.

Cypress Capital Management (Delaware) first reported a position in IJR in Q3 2017 and held it in 20 quarters. The position peaked at $1.39M in Q1 2021. 2,132 funds tracked by Wall St. Rank hold IJR as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 11,681 iShares Core S&P Small-Cap ETF shares in Q4 2022, an estimated $1.02M.
  • Cypress Capital Management (Delaware) first reported a position in iShares Core S&P Small-Cap ETF in Q3 2017 and held it in 20 quarters.
  • Cypress Capital Management (Delaware)'s iShares Core S&P Small-Cap ETF position peaked at $1.39M in Q1 2021.
  • 2,132 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.