Cypress Wealth Services
IVV icon

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

Cypress Wealth Services’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
2020
Q4 		– Sell
-91,391
Closed -$30.7M – 394
2020
Q3 		$30.7M Buy
+91,391
New +$30.4M 7.87% 1

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cypress Wealth Services's IVV Position: Q3 2026 in Review

Cypress Wealth Services increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q3 2026, buying an estimated $1.41M and bringing the position to 61,841 shares worth $48.4M. The position accounts for 5.71% of the portfolio, ranked #3.

Cypress Wealth Services first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Cypress Wealth Services held 61,841 shares of iShares Core S&P 500 ETF worth $48.4M as of Q3 2026.
  • Cypress Wealth Services bought 1,849 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.41M.
  • iShares Core S&P 500 ETF made up 5.71% of Cypress Wealth Services's portfolio in Q3 2026, its #3 holding.
  • Cypress Wealth Services first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • 3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.