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

Cypress Wealth Advisors’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
2017 Q3	–	Sell	-9,036	Closed	-$634K	–	68
2017 Q2	$634K	Sell	9,036 -3,206	-26%	-$222K	0.74%	38
2017 Q1	$847K	Hold	12,242	–	–	0.39%	58
2016 Q4	$842K	Hold	12,242	–	–	0.38%	58
2016 Q3	$760K	Buy	12,242 +2,530	+26%	+$155K	0.34%	62
2016 Q2	$564K	Hold	9,712	–	–	0.28%	82
2016 Q1	$547K	Hold	9,712	–	–	0.25%	87
2015 Q4	$535K	Hold	9,712	–	–	0.27%	84
2015 Q3	$518K	Hold	9,712	–	–	0.28%	84
2015 Q2	$572K	Buy	+9,712	New	+$574K	0.33%	75

Other funds holding IJR

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

RJA

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

Cypress Wealth Advisors's IJR Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2017, closing a stake of 9,036 shares — an estimated $634K sold.

Cypress Wealth Advisors first reported a position in IJR in Q2 2015 and held it in 9 quarters. The position peaked at $847K in Q1 2017. 941 funds tracked by Wall St. Rank hold IJR as of Q3 2017.

Cypress Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 9,036 iShares Core S&P Small-Cap ETF shares in Q3 2017, an estimated $634K.
Cypress Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $847K in Q1 2017.
941 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.