Cypress Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cypress Capital’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,821	Closed	-$1.61M	–	139
2022 Q2	$1.61M	Hold	7,821	–	–	0.23%	80
2022 Q1	$2M	Hold	7,821	–	–	0.25%	69
2021 Q4	$2.29M	Hold	7,821	–	–	0.26%	62
2021 Q3	$2.3M	Buy	+7,821	New	+$2.35M	0.29%	52

Other funds holding IWO

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Cypress Capital's IWO Position: Q3 2022 in Review

Cypress Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 7,821 shares — an estimated $1.61M sold.

Cypress Capital first reported a position in IWO in Q3 2021 and held it in 4 quarters. The position peaked at $2.3M in Q3 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Cypress Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 7,821 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $1.61M.
Cypress Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and held it in 4 quarters.
Cypress Capital's iShares Russell 2000 Growth ETF position peaked at $2.3M in Q3 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.