Cypress Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cypress Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,992	Closed	-$348K	–	69
2017 Q2	$348K	Hold	2,992	–	–	0.41%	54
2017 Q1	$344K	Hold	2,992	–	–	0.16%	121
2016 Q4	$335K	Hold	2,992	–	–	0.15%	121
2016 Q3	$316K	Hold	2,992	–	–	0.14%	132
2016 Q2	$309K	Hold	2,992	–	–	0.15%	129
2016 Q1	$296K	Buy	2,992 +17	+0.6%	+$1.59K	0.14%	134
2015 Q4	$291K	Buy	2,975 +13	+0.4%	+$1.29K	0.15%	129
2015 Q3	$276K	Buy	2,962 +17	+0.6%	+$1.69K	0.15%	139
2015 Q2	$304K	Buy	+2,945	New	+$309K	0.18%	112

Other funds holding IWD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2017, closing a stake of 2,992 shares — an estimated $348K sold.

Cypress Wealth Advisors first reported a position in IWD in Q2 2015 and held it in 9 quarters. The position peaked at $348K in Q2 2017. 714 funds tracked by Wall St. Rank hold IWD as of Q3 2017.

Cypress Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 2,992 iShares Russell 1000 Value ETF shares in Q3 2017, an estimated $348K.
Cypress Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $348K in Q2 2017.
714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2017.

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