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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
2020
Q4 		– Sell
-2,309
Closed -$512K – 401
2020
Q3 		$512K Buy
+2,309
New +$505K 0.13% 133

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
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.