Cypress Capital Management (Delaware)’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,730	Closed	-$979K	–	86
2022 Q3	$979K	Buy	2,730 +115	+4%	+$45.9K	0.18%	95
2022 Q2	$991K	Sell	2,615 -19	-0.7%	-$7.82K	0.15%	100
2022 Q1	$1.2M	Buy	2,634 +74	+3%	+$33.1K	0.15%	100
2021 Q4	$1.22M	Sell	2,560 -173	-6%	-$79.7K	0.14%	107
2021 Q3	$1.18M	Hold	2,733	–	–	0.16%	98
2021 Q2	$1.18M	Sell	2,733 -230	-8%	-$96.3K	0.16%	99
2021 Q1	$1.18M	Buy	2,963 +1,083	+58%	+$419K	0.16%	94
2020 Q4	$706K	Buy	1,880 +3	+0.2%	+$1.07K	0.1%	114
2020 Q3	$631K	Hold	1,877	–	–	0.1%	112
2020 Q2	$581K	Hold	1,877	–	–	0.09%	113
2020 Q1	$485K	Buy	1,877 +212	+13%	+$65K	0.1%	112
2019 Q4	$538K	Buy	1,665 +105	+7%	+$32.5K	0.08%	119
2019 Q3	$466K	Buy	+1,560	New	+$464K	0.08%	124
2018 Q3	–	Sell	-910	Closed	-$248K	–	153
2018 Q2	$248K	Buy	910 +59	+7%	+$16.1K	0.05%	140
2018 Q1	$226K	Sell	851 -81	-9%	-$22.3K	0.04%	136
2017 Q4	$251K	Hold	932	–	–	0.05%	132
2017 Q3	$236K	Hold	932	–	–	0.05%	124
2017 Q2	$227K	Buy	+932	New	+$225K	0.05%	115

Other funds holding IVV

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 2,730 shares — an estimated $979K sold.

Cypress Capital Management (Delaware) first reported a position in IVV in Q2 2017 and held it in 18 quarters. The position peaked at $1.22M in Q4 2021. 2,683 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 2,730 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $979K.
Cypress Capital Management (Delaware) first reported a position in iShares Core S&P 500 ETF in Q2 2017 and held it in 18 quarters.
Cypress Capital Management (Delaware)'s iShares Core S&P 500 ETF position peaked at $1.22M in Q4 2021.
2,683 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

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