Cypress Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cypress Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-472	Closed	-$50.3K	–	212
2024 Q2	$50.3K	Buy	+472	New	+$50.5K	0.01%	113
2022 Q3	–	Sell	-14,261	Closed	-$1.32M	–	134
2022 Q2	$1.32M	Buy	14,261 +17	+0.1%	+$1.69K	0.19%	93
2022 Q1	$1.54M	Hold	14,244	–	–	0.19%	90
2021 Q4	$1.63M	Sell	14,244 -218	-2%	-$24.8K	0.19%	90
2021 Q3	$1.58M	Buy	+14,462	New	+$1.59M	0.2%	85

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cypress Capital's IJR Position: Q3 2024 in Review

Cypress Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2024, closing a stake of 472 shares — an estimated $50.3K sold.

Cypress Capital first reported a position in IJR in Q3 2021 and held it in 5 quarters. The position peaked at $1.63M in Q4 2021. 2,379 funds tracked by Wall St. Rank hold IJR as of Q3 2024.

Cypress Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 472 iShares Core S&P Small-Cap ETF shares in Q3 2024, an estimated $50.3K.
Cypress Capital first reported a position in iShares Core S&P Small-Cap ETF in Q3 2021 and held it in 5 quarters.
Cypress Capital's iShares Core S&P Small-Cap ETF position peaked at $1.63M in Q4 2021.
2,379 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.