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

Cypress Wealth Advisors’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
2018 Q4	–	Sell	-736	Closed	-$215K	–	81
2018 Q3	$215K	Hold	736	–	–	0.23%	76
2018 Q2	$201K	Buy	+736	New	+$200K	0.22%	77
2018 Q1	–	Sell	-1,358	Closed	-$365K	–	81
2017 Q4	$365K	Sell	1,358 -420	-24%	-$110K	0.35%	61
2017 Q3	$450K	Sell	1,778 -3,539	-67%	-$879K	0.73%	34
2017 Q2	$1.29M	Sell	5,317 -2,391	-31%	-$577K	1.51%	17
2017 Q1	$1.83M	Sell	7,708 -5,748	-43%	-$1.34M	0.83%	28
2016 Q4	$3.03M	Buy	13,456 +1	+0%	+$220	1.38%	16
2016 Q3	$2.93M	Buy	13,455 +460	+4%	+$100K	1.32%	14
2016 Q2	$2.73M	Sell	12,995 -14,025	-52%	-$2.93M	1.35%	14
2016 Q1	$5.58M	Buy	27,020 +155	+0.6%	+$30.4K	2.56%	7
2015 Q4	$5.5M	Buy	26,865 +268	+1%	+$55.4K	2.79%	7
2015 Q3	$5.13M	Buy	26,597 +7,188	+37%	+$1.47M	2.77%	7
2015 Q2	$4.02M	Buy	+19,409	New	+$4.11M	2.35%	7

Other funds holding IVV

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Cypress Wealth Advisors's IVV Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2018, closing a stake of 736 shares — an estimated $215K sold.

Cypress Wealth Advisors first reported a position in IVV in Q2 2015 and held it in 13 quarters. The position peaked at $5.58M in Q1 2016. 1,601 funds tracked by Wall St. Rank hold IVV as of Q4 2018.

Cypress Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 736 iShares Core S&P 500 ETF shares in Q4 2018, an estimated $215K.
Cypress Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2015 and held it in 13 quarters.
Cypress Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.58M in Q1 2016.
1,601 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.