Cypress Capital Management (Wyoming)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-225	Closed	-$15K	–	289
2021 Q3	$15K	Hold	225	–	–	0.01%	156
2021 Q2	$15K	Hold	225	–	–	0.01%	191
2021 Q1	$13K	Hold	225	–	–	0.01%	189
2020 Q4	$13K	Hold	225	–	–	0.01%	166
2020 Q3	$12K	Hold	225	–	–	0.01%	150
2020 Q2	$11K	Hold	225	–	–	0.01%	151
2020 Q1	$8K	Hold	225	–	–	0.01%	142
2019 Q4	$9K	Hold	225	–	–	0.01%	146
2019 Q3	$9K	Hold	225	–	–	0.01%	146
2019 Q2	$9K	Hold	225	–	–	0.01%	194
2019 Q1	$8K	Hold	225	–	–	0.01%	197
2018 Q4	$7K	Hold	225	–	–	0.01%	234
2018 Q3	$8K	Hold	225	–	–	0.01%	278
2018 Q2	$8K	Hold	225	–	–	0.01%	272
2018 Q1	$7K	Hold	225	–	–	0.01%	263
2017 Q4	$7K	Hold	225	–	–	0.01%	267
2017 Q3	$7K	Sell	225 -225	-50%	-$6.48K	0.01%	228
2017 Q2	$12.5K	Hold	450	–	–	0.01%	194
2017 Q1	$11.8K	Hold	450	–	–	0.01%	205
2016 Q4	$10.9K	Hold	450	–	–	0.01%	208
2016 Q3	$11K	Hold	450	–	–	0.01%	181
2016 Q2	$10.5K	Hold	450	–	–	0.01%	170
2016 Q1	$10.6K	Hold	450	–	–	0.01%	165
2015 Q4	$10.8K	Hold	450	–	–	0.01%	182
2015 Q3	$10.1K	Hold	450	–	–	0.01%	178
2015 Q2	$10.7K	Hold	450	–	–	0.01%	205
2015 Q1	$10.6K	Hold	450	–	–	0.01%	197
2014 Q4	$10.2K	Buy	+450	New	+$9.97K	0.01%	189

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s ILCG Position: Q4 2021 in Review

Cypress Capital Management (Wyoming) sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2021, closing a stake of 225 shares — an estimated $15K sold.

Cypress Capital Management (Wyoming) first reported a position in ILCG in Q4 2014 and held it in 28 quarters. The position peaked at $15K in Q3 2021. 206 funds tracked by Wall St. Rank hold ILCG as of Q4 2021.

Cypress Capital Management (Wyoming) reported no remaining iShares Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 225 iShares Morningstar Growth ETF shares in Q4 2021, an estimated $15K.
Cypress Capital Management (Wyoming) first reported a position in iShares Morningstar Growth ETF in Q4 2014 and held it in 28 quarters.
Cypress Capital Management (Wyoming)'s iShares Morningstar Growth ETF position peaked at $15K in Q3 2021.
206 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2021.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q4 2021, filed 11 Feb 2022.