Cypress Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,336	Closed	-$703K	–	288
2021 Q1	$703K	Buy	2,336 +27	+1%	+$8.38K	0.15%	116
2020 Q4	$662K	Buy	+2,309	New	+$588K	0.15%	109
2020 Q3	–	Sell	-2,309	Closed	-$505K	–	383
2020 Q2	$478K	Sell	2,309 -288	-11%	-$53.9K	0.11%	149
2020 Q1	$411K	Hold	2,597	–	–	0.12%	144
2019 Q4	$556K	Hold	2,597	–	–	0.14%	124
2019 Q3	$500K	Hold	2,597	–	–	0.14%	130
2019 Q2	$522K	Sell	2,597 -68	-3%	-$13.4K	0.15%	127
2019 Q1	$524K	Sell	2,665 -268	-9%	-$51K	0.17%	118
2018 Q4	$493K	Buy	2,933 +31	+1%	+$5.78K	0.2%	110
2018 Q3	$624K	Buy	2,902 +1	+0%	+$213	0.22%	101
2018 Q2	$593K	Sell	2,901 -145	-5%	-$29K	0.23%	105
2018 Q1	$580K	Hold	3,046	–	–	0.25%	99
2017 Q4	$569K	Buy	+3,046	New	+$556K	0.24%	103

Other funds holding IWO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Cypress Wealth Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2021, closing a stake of 2,336 shares — an estimated $703K sold.

Cypress Wealth Services first reported a position in IWO in Q4 2017 and held it in 13 quarters. The position peaked at $703K in Q1 2021. 818 funds tracked by Wall St. Rank hold IWO as of Q2 2021.

Cypress Wealth Services reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 2,336 iShares Russell 2000 Growth ETF shares in Q2 2021, an estimated $703K.
Cypress Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 13 quarters.
Cypress Wealth Services's iShares Russell 2000 Growth ETF position peaked at $703K in Q1 2021.
818 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2021.

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