Cypress Wealth Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Cypress Wealth Services’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,577	Closed	-$283K	–	256
2023 Q1	$283K	Sell	2,577 -3,546	-58%	-$400K	0.08%	192
2022 Q4	$662K	Sell	6,123 -666	-10%	-$73.2K	0.21%	94
2022 Q3	$706K	Buy	+6,789	New	+$762K	0.24%	86
2022 Q2	–	Sell	-2,050	Closed	-$256K	–	242
2022 Q1	$256K	Buy	+2,050	New	+$258K	0.07%	196

Other funds holding IJT

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cypress Wealth Services's IJT Position: Q2 2023 in Review

Cypress Wealth Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 2,577 shares — an estimated $283K sold.

Cypress Wealth Services first reported a position in IJT in Q1 2022 and held it in 4 quarters. The position peaked at $706K in Q3 2022. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Cypress Wealth Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
Cypress Wealth Services sold 2,577 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $283K.
Cypress Wealth Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 4 quarters.
Cypress Wealth Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $706K in Q3 2022.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.