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Cypress Wealth Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cypress Wealth Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Buy
147,840
+3,749
+3% +$495K 2.5% 5
2026
Q1 		$16.3M Buy
144,091
+2,629
+2% +$316K 2.3% 6
2025
Q4 		$17.4M Buy
141,462
+7,606
+6% +$931K 2.41% 7
2025
Q3 		$16.2M Sell
133,856
-2,743
-2% -$315K 2.65% 8
2025
Q2 		$15M Sell
136,599
-45,409
-25% -$4.49M 2.69% 7
2025
Q1 		$16.9M Buy
182,008
+10,084
+6% +$1.02M 3.43% 6
2024
Q4 		$17.5M Buy
171,924
+720
+0.4% +$71.8K 3.51% 5
2024
Q3 		$16.4M Sell
171,204
-1,884
-1% -$174K 3.39% 5
2024
Q2 		$16M Buy
173,088
+73,355
+74% +$6.32M 3.57% 5
2024
Q1 		$8.42M Buy
99,733
+43,982
+79% +$3.53M 1.96% 11
2023
Q4 		$4.19M Buy
55,751
+11,850
+27% +$844K 1.04% 21
2023
Q3 		$3M Buy
43,901
+40,661
+1,255% +$2.88M 0.83% 30
2023
Q2 		$232K Buy
+3,240
New +$214K 0.06% 212
2021
Q3 		– Sell
-4,202
Closed -$306K – 246
2021
Q2 		$306K Sell
4,202
-3,184
-43% -$220K 0.08% 195
2021
Q1 		$481K Sell
7,386
-166
-2% -$10.7K 0.1% 155
2020
Q4 		$482K Buy
+7,552
New +$458K 0.11% 153
2020
Q3 		– Sell
-7,964
Closed -$451K – 377
2020
Q2 		$413K Sell
7,964
-1,692
-18% -$81.1K 0.1% 163
2020
Q1 		$398K Sell
9,656
-5,600
-37% -$265K 0.12% 148
2019
Q4 		$739K Buy
15,256
+300
+2% +$13.9K 0.19% 108
2019
Q3 		$673K Buy
14,956
+124
+0.8% +$5.61K 0.18% 114
2019
Q2 		$665K Sell
14,832
-712
-5% -$31.3K 0.19% 115
2019
Q1 		$670K Buy
15,544
+2,448
+19% +$100K 0.21% 103
2018
Q4 		$493K Buy
13,096
+2,744
+27% +$111K 0.2% 109
2018
Q3 		$459K Sell
10,352
-84
-0.8% -$3.61K 0.16% 122
2018
Q2 		$424K Buy
+10,436
New +$419K 0.16% 127

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cypress Wealth Services's IVW Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q2 2026, buying an estimated $495K and bringing the position to 147,840 shares worth $20.3M. The position accounts for 2.5% of the portfolio, ranked #5.

Cypress Wealth Services first reported a position in IVW in Q2 2018 and has held it in 25 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Cypress Wealth Services held 147,840 shares of iShares S&P 500 Growth ETF worth $20.3M as of Q2 2026.
  • Cypress Wealth Services bought 3,749 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $495K.
  • iShares S&P 500 Growth ETF made up 2.5% of Cypress Wealth Services's portfolio in Q2 2026, its #5 holding.
  • Cypress Wealth Services first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 25 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.