Cypress Capital Management (Wyoming)’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-989	Closed	-$274K	–	230
2021 Q4	$274K	Sell	989 -135	-12%	-$36.6K	0.23%	61
2021 Q3	$286K	Sell	1,124 -25	-2%	-$6.54K	0.24%	62
2021 Q2	$294K	Hold	1,149	–	–	0.23%	69
2021 Q1	$273K	Sell	1,149 -20	-2%	-$4.64K	0.24%	67
2020 Q4	$261K	Sell	1,169 -4	-0.3%	-$840	0.23%	68
2020 Q3	$239K	Sell	1,173 -60	-5%	-$11.6K	0.21%	66
2020 Q2	$222K	Sell	1,233 -20	-2%	-$3.39K	0.22%	70
2020 Q1	$186K	Buy	1,253 +8	+0.6%	+$1.42K	0.26%	51
2019 Q4	$235K	Sell	1,245 -5,158	-81%	-$930K	0.22%	59
2019 Q3	$1.11M	Buy	6,403 +37	+0.6%	+$6.42K	1.31%	25
2019 Q2	$1.1M	Buy	6,366 +867	+16%	+$147K	1.31%	27
2019 Q1	$917K	Buy	+5,499	New	+$883K	1.23%	29

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s IWV Position: Q1 2022 in Review

Cypress Capital Management (Wyoming) sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 989 shares — an estimated $274K sold.

Cypress Capital Management (Wyoming) first reported a position in IWV in Q1 2019 and held it in 12 quarters. The position peaked at $1.11M in Q3 2019. 658 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Cypress Capital Management (Wyoming) reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 989 iShares Russell 3000 ETF shares in Q1 2022, an estimated $274K.
Cypress Capital Management (Wyoming) first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 12 quarters.
Cypress Capital Management (Wyoming)'s iShares Russell 3000 ETF position peaked at $1.11M in Q3 2019.
658 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2022, filed 9 May 2022.