Cypress Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,419	Closed	-$239K	–	82
2018 Q3	$239K	Hold	1,419	–	–	0.25%	72
2018 Q2	$232K	Hold	1,419	–	–	0.25%	73
2018 Q1	$215K	Sell	1,419 -205	-13%	-$31.7K	0.23%	75
2017 Q4	$248K	Sell	1,624 -1,090	-40%	-$164K	0.24%	75
2017 Q3	$402K	Sell	2,714 -3,785	-58%	-$533K	0.65%	37
2017 Q2	$951K	Sell	6,499 -12,789	-66%	-$1.77M	1.11%	25
2017 Q1	$2.68M	Buy	19,288 +1,920	+11%	+$262K	1.22%	16
2016 Q4	$2.34M	Hold	17,368	–	–	1.07%	21
2016 Q3	$2.16M	Buy	17,368 +1,646	+10%	+$200K	0.97%	24
2016 Q2	$1.81M	Sell	15,722 -7,768	-33%	-$876K	0.89%	25
2016 Q1	$2.6M	Buy	23,490 +130	+0.6%	+$13.5K	1.19%	17
2015 Q4	$2.63M	Buy	23,360 +108	+0.5%	+$12.5K	1.33%	15
2015 Q3	$2.54M	Buy	23,252 +5,573	+32%	+$661K	1.37%	14
2015 Q2	$2.21M	Buy	+17,679	New	+$2.21M	1.29%	18

Other funds holding IWM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 1,419 shares — an estimated $239K sold.

Cypress Wealth Advisors first reported a position in IWM in Q2 2015 and held it in 14 quarters. The position peaked at $2.68M in Q1 2017. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Cypress Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 1,419 iShares Russell 2000 ETF shares in Q4 2018, an estimated $239K.
Cypress Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2015 and held it in 14 quarters.
Cypress Wealth Advisors's iShares Russell 2000 ETF position peaked at $2.68M in Q1 2017.
1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

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