Cypress Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cypress Capital’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,681	Closed	-$222K	–	83
2024 Q3	$222K	Sell	1,681 -1,681	-50%	-$214K	0.06%	76
2024 Q2	$429K	Buy	+3,362	New	+$401K	0.11%	70
2023 Q2	–	Sell	-2,563	Closed	-$228K	–	86
2023 Q1	$228K	Hold	2,563	–	–	0.07%	63
2022 Q4	$209K	Hold	2,563	–	–	0.07%	81
2022 Q3	$206K	Sell	2,563 -186	-7%	-$16.7K	0.07%	86
2022 Q2	$230K	Hold	2,749	–	–	0.03%	162
2022 Q1	$290K	Hold	2,749	–	–	0.04%	174
2021 Q4	$318K	Buy	+2,749	New	+$306K	0.04%	169

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cypress Capital's IUSG Position: Q4 2024 in Review

Cypress Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 1,681 shares — an estimated $222K sold.

Cypress Capital first reported a position in IUSG in Q4 2021 and held it in 8 quarters. The position peaked at $429K in Q2 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Cypress Capital reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Cypress Capital sold 1,681 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $222K.
Cypress Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 8 quarters.
Cypress Capital's iShares Core S&P US Growth ETF position peaked at $429K in Q2 2024.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.