Cypress Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-22,524	Closed	-$670K	–	70
2017 Q2	$670K	Hold	22,524	–	–	0.78%	35
2017 Q1	$641K	Hold	22,524	–	–	0.29%	75
2016 Q4	$591K	Hold	22,524	–	–	0.27%	80
2016 Q3	$587K	Hold	22,524	–	–	0.26%	83
2016 Q2	$565K	Hold	22,524	–	–	0.28%	81
2016 Q1	$562K	Hold	22,524	–	–	0.26%	84
2015 Q4	$560K	Hold	22,524	–	–	0.28%	80
2015 Q3	$524K	Hold	22,524	–	–	0.28%	82
2015 Q2	$558K	Buy	+22,524	New	+$566K	0.33%	77

Other funds holding IWF

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2017, closing a stake of 22,524 shares — an estimated $670K sold.

Cypress Wealth Advisors first reported a position in IWF in Q2 2015 and held it in 9 quarters. The position peaked at $670K in Q2 2017. 817 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

Cypress Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 22,524 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $670K.
Cypress Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $670K in Q2 2017.
817 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

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