Cypress Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Cypress Capital’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$675K	Buy	902 +8	+0.9%	+$5.83K	0.18%	64
2026 Q1	$584K	Hold	894	–	–	0.17%	63
2025 Q4	$612K	Hold	894	–	–	0.17%	64
2025 Q3	$598K	Sell	894 -91	-9%	-$58.6K	0.17%	67
2025 Q2	$612K	Hold	985	–	–	0.18%	60
2025 Q1	$553K	Hold	985	–	–	0.16%	60
2024 Q4	$580K	Sell	985 -9,208	-90%	-$5.45M	0.17%	57
2024 Q3	$5.88M	Sell	10,193 -7,174	-41%	-$3.99M	1.52%	14
2024 Q2	$9.5M	Buy	17,367 +9,961	+134%	+$5.24M	2.39%	11
2024 Q1	$3.89M	Buy	7,406 +18	+0.2%	+$9.01K	1.06%	14
2023 Q4	$3.53M	Buy	7,388 +2,061	+39%	+$922K	1%	14
2023 Q3	$2.29M	Sell	5,327 -254	-5%	-$114K	0.67%	26
2023 Q2	$2.49M	Buy	5,581 +2,787	+100%	+$1.17M	0.72%	23
2023 Q1	$1.15M	Sell	2,794 -2,580	-48%	-$1.03M	0.36%	41
2022 Q4	$2.06M	Buy	5,374 +160	+3%	+$61.7K	0.65%	33
2022 Q3	$1.87M	Buy	5,214 +37	+0.7%	+$14.8K	0.66%	30
2022 Q2	$1.96M	Buy	5,177 +394	+8%	+$162K	0.28%	62
2022 Q1	$2.17M	Hold	4,783	–	–	0.27%	57
2021 Q4	$2.28M	Buy	4,783 +1,780	+59%	+$820K	0.26%	63
2021 Q3	$1.29M	Buy	+3,003	New	+$1.33M	0.16%	103
2021 Q1	–	Sell	-230	Closed	-$86K	–	115
2020 Q4	$86K	Buy	+230	New	+$81.9K	0.04%	64

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cypress Capital's IVV Position: Q2 2026 in Review

Cypress Capital increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q2 2026, buying an estimated $5.83K and bringing the position to 902 shares worth $675K. The position accounts for 0.18% of the portfolio, ranked #64.

Cypress Capital first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.5M in Q2 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cypress Capital held 902 shares of iShares Core S&P 500 ETF worth $675K as of Q2 2026.
Cypress Capital bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
iShares Core S&P 500 ETF made up 0.18% of Cypress Capital's portfolio in Q2 2026, its #64 holding.
Cypress Capital first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Cypress Capital's iShares Core S&P 500 ETF position peaked at $9.5M in Q2 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.