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Cypress Wealth Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cypress Wealth Services’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,138
Closed -$341K – 287
2021
Q1 		$341K Buy
2,138
+25
+1% +$3.78K 0.07% 202
2020
Q4 		$278K Buy
+2,113
New +$249K 0.06% 215
2020
Q3 		– Sell
-2,195
Closed -$223K – 382
2020
Q2 		$214K Sell
2,195
-511
-19% -$46.5K 0.05% 244
2020
Q1 		$222K Sell
2,706
-114
-4% -$12.8K 0.07% 216
2019
Q4 		$363K Hold
2,820
– – 0.09% 166
2019
Q3 		$337K Hold
2,820
– – 0.09% 172
2019
Q2 		$340K Sell
2,820
-90
-3% -$10.9K 0.1% 173
2019
Q1 		$349K Sell
2,910
-51
-2% -$6.09K 0.11% 161
2018
Q4 		$318K Buy
2,961
+88
+3% +$10.6K 0.13% 145
2018
Q3 		$382K Hold
2,873
– – 0.14% 142
2018
Q2 		$379K Hold
2,873
– – 0.14% 141
2018
Q1 		$350K Hold
2,873
– – 0.15% 128
2017
Q4 		$361K Buy
+2,873
New +$359K 0.15% 132

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Wealth Services's IWN Position: Q2 2021 in Review

Cypress Wealth Services sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2021, closing a stake of 2,138 shares — an estimated $341K sold.

Cypress Wealth Services first reported a position in IWN in Q4 2017 and held it in 13 quarters. The position peaked at $382K in Q3 2018. 853 funds tracked by Wall St. Rank hold IWN as of Q2 2021.

  • Cypress Wealth Services reported no remaining iShares Russell 2000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 2,138 iShares Russell 2000 Value ETF shares in Q2 2021, an estimated $341K.
  • Cypress Wealth Services first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 13 quarters.
  • Cypress Wealth Services's iShares Russell 2000 Value ETF position peaked at $382K in Q3 2018.
  • 853 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.