Cypress Capital Management (Delaware)’s iShares Core S&P US Value ETF IUSV Stock Holding History

Cypress Capital Management (Delaware)’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,045	Closed	-$378K	–	84
2022 Q3	$378K	Hold	6,045	–	–	0.07%	147
2022 Q2	$404K	Sell	6,045 -100	-2%	-$7.18K	0.06%	146
2022 Q1	$466K	Sell	6,145 -475	-7%	-$35.6K	0.06%	147
2021 Q4	$505K	Hold	6,620	–	–	0.06%	149
2021 Q3	$476K	Hold	6,620	–	–	0.06%	136
2021 Q2	$476K	Hold	6,620	–	–	0.06%	136
2021 Q1	$456K	Sell	6,620 -175	-3%	-$11.5K	0.06%	134
2020 Q4	$423K	Hold	6,795	–	–	0.06%	137
2020 Q3	$369K	Hold	6,795	–	–	0.06%	138
2020 Q2	$355K	Hold	6,795	–	–	0.06%	137
2020 Q1	$314K	Sell	6,795 -730	-10%	-$42K	0.06%	129
2019 Q4	$474K	Hold	7,525	–	–	0.07%	127
2019 Q3	$435K	Hold	7,525	–	–	0.07%	126
2019 Q2	$426K	Hold	7,525	–	–	0.07%	126
2019 Q1	$413K	Buy	7,525 +450	+6%	+$24K	0.08%	118
2018 Q4	$347K	Hold	7,075	–	–	0.07%	118
2018 Q3	$399K	Hold	7,075	–	–	0.07%	117
2018 Q2	$380K	Hold	7,075	–	–	0.07%	116
2018 Q1	$376K	Buy	7,075 +500	+8%	+$27.7K	0.07%	107
2017 Q4	$364K	Hold	6,575	–	–	0.07%	110
2017 Q3	$344K	Buy	+6,575	New	+$337K	0.07%	104

Other funds holding IUSV

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2022, closing a stake of 6,045 shares — an estimated $378K sold.

Cypress Capital Management (Delaware) first reported a position in IUSV in Q3 2017 and held it in 21 quarters. The position peaked at $505K in Q4 2021. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core S&P US Value ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 6,045 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $378K.
Cypress Capital Management (Delaware) first reported a position in iShares Core S&P US Value ETF in Q3 2017 and held it in 21 quarters.
Cypress Capital Management (Delaware)'s iShares Core S&P US Value ETF position peaked at $505K in Q4 2021.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

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