Cypress Capital Management (Delaware)’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,099	Closed	-$1.01M	–	88
2022 Q3	$1.01M	Sell	6,099 -75	-1%	-$13.7K	0.19%	93
2022 Q2	$1.05M	Hold	6,174	–	–	0.16%	96
2022 Q1	$1.27M	Sell	6,174 -25	-0.4%	-$5.1K	0.16%	97
2021 Q4	$1.38M	Sell	6,199 -705	-10%	-$159K	0.16%	95
2021 Q3	$1.58M	Hold	6,904	–	–	0.21%	80
2021 Q2	$1.58M	Sell	6,904 -235	-3%	-$52.8K	0.21%	81
2021 Q1	$1.58M	Sell	7,139 -700	-9%	-$153K	0.22%	80
2020 Q4	$1.54M	Hold	7,839	–	–	0.21%	79
2020 Q3	$1.17M	Sell	7,839 -16	-0.2%	-$2.41K	0.18%	85
2020 Q2	$1.13M	Buy	7,855 +16	+0.2%	+$2.1K	0.18%	82
2020 Q1	$897K	Buy	7,839 +495	+7%	+$73.8K	0.18%	81
2019 Q4	$1.22M	Sell	7,344 -75	-1%	-$11.9K	0.19%	81
2019 Q3	$1.12M	Sell	7,419 -50	-0.7%	-$7.63K	0.18%	81
2019 Q2	$1.16M	Buy	7,469 +237	+3%	+$36.5K	0.2%	74
2019 Q1	$1.11M	Sell	7,232 -150	-2%	-$22.5K	0.2%	73
2018 Q4	$988K	Hold	7,382	–	–	0.2%	64
2018 Q3	$1.24M	Sell	7,382 -1,584	-18%	-$267K	0.22%	61
2018 Q2	$1.47M	Buy	8,966 +3,554	+66%	+$569K	0.28%	57
2018 Q1	$822K	Sell	5,412 -330	-6%	-$51K	0.16%	78
2017 Q4	$875K	Hold	5,742	–	–	0.17%	76
2017 Q3	$851K	Buy	+5,742	New	+$808K	0.18%	75

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 6,099 shares — an estimated $1.01M sold.

Cypress Capital Management (Delaware) first reported a position in IWM in Q3 2017 and held it in 21 quarters. The position peaked at $1.58M in Q3 2021. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 6,099 iShares Russell 2000 ETF shares in Q4 2022, an estimated $1.01M.
Cypress Capital Management (Delaware) first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 21 quarters.
Cypress Capital Management (Delaware)'s iShares Russell 2000 ETF position peaked at $1.58M in Q3 2021.
1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

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