Cypress Capital Management (Wyoming)’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Sell	1,379 -5	-0.4%	-$439	0.11%	68
2025 Q4	$128K	Sell	1,384 -8	-0.6%	-$714	0.12%	61
2025 Q3	$125K	Sell	1,392 -3	-0.2%	-$264	0.12%	64
2025 Q2	$119K	Sell	1,395 -279	-17%	-$22.1K	0.13%	58
2025 Q1	$131K	Sell	1,674 -107	-6%	-$8.62K	0.16%	57
2024 Q4	$139K	Sell	1,781 -19	-1%	-$1.47K	0.16%	61
2024 Q3	$128K	Buy	+1,800	New	+$124K	0.14%	59

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

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

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

Cypress Capital Management (Wyoming)'s IYG Position: Q1 2026 in Review

Cypress Capital Management (Wyoming) reduced its iShares US Financial Services ETF (IYG) stake by 0.36% in Q1 2026, selling an estimated $439 and leaving 1,379 shares worth $114K. The position accounts for 0.11% of the portfolio, ranked #68.

Cypress Capital Management (Wyoming) first reported a position in IYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $139K in Q4 2024. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Cypress Capital Management (Wyoming) held 1,379 shares of iShares US Financial Services ETF worth $114K as of Q1 2026.
Cypress Capital Management (Wyoming) sold 5 iShares US Financial Services ETF shares in Q1 2026, an estimated $439.
iShares US Financial Services ETF made up 0.11% of Cypress Capital Management (Wyoming)'s portfolio in Q1 2026, its #68 holding.
Cypress Capital Management (Wyoming) first reported a position in iShares US Financial Services ETF in Q3 2024 and has held it in 7 quarters since.
Cypress Capital Management (Wyoming)'s iShares US Financial Services ETF position peaked at $139K in Q4 2024.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2026, filed 8 May 2026.