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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,324	Closed	-$829K	–	87
2022 Q3	$829K	Hold	14,324	–	–	0.15%	106
2022 Q2	$864K	Hold	14,324	–	–	0.13%	110
2022 Q1	$1.09M	Hold	14,324	–	–	0.14%	105
2021 Q4	$1.2M	Hold	14,324	–	–	0.14%	112
2021 Q3	$1.04M	Hold	14,324	–	–	0.14%	105
2021 Q2	$1.04M	Hold	14,324	–	–	0.14%	106
2021 Q1	$933K	Hold	14,324	–	–	0.13%	106
2020 Q4	$914K	Hold	14,324	–	–	0.12%	101
2020 Q3	$827K	Hold	14,324	–	–	0.13%	101
2020 Q2	$743K	Hold	14,324	–	–	0.12%	101
2020 Q1	$591K	Hold	14,324	–	–	0.12%	102
2019 Q4	$693K	Hold	14,324	–	–	0.11%	113
2019 Q3	$645K	Hold	14,324	–	–	0.11%	106
2019 Q2	$642K	Buy	14,324 +2,324	+19%	+$102K	0.11%	108
2019 Q1	$517K	Hold	12,000	–	–	0.1%	111
2018 Q4	$452K	Hold	12,000	–	–	0.09%	107
2018 Q3	$532K	Hold	12,000	–	–	0.09%	106
2018 Q2	$488K	Hold	12,000	–	–	0.09%	107
2018 Q1	$465K	Hold	12,000	–	–	0.09%	99
2017 Q4	$458K	Hold	12,000	–	–	0.09%	103
2017 Q3	$430K	Buy	+12,000	New	+$423K	0.09%	97

Other funds holding IVW

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Cypress Capital Management (Delaware) sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2022, closing a stake of 14,324 shares — an estimated $829K sold.

Cypress Capital Management (Delaware) first reported a position in IVW in Q3 2017 and held it in 21 quarters. The position peaked at $1.2M in Q4 2021. 1,262 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares S&P 500 Growth ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 14,324 iShares S&P 500 Growth ETF shares in Q4 2022, an estimated $829K.
Cypress Capital Management (Delaware) first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 21 quarters.
Cypress Capital Management (Delaware)'s iShares S&P 500 Growth ETF position peaked at $1.2M in Q4 2021.
1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

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