Cypress Wealth Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,207	Closed	-$460K	–	289
2021 Q1	$460K	Hold	4,207	–	–	0.1%	162
2020 Q4	$408K	Buy	+4,207	New	+$379K	0.09%	172
2020 Q3	–	Sell	-4,207	Closed	-$341K	–	385
2020 Q2	$322K	Hold	4,207	–	–	0.08%	194
2020 Q1	$270K	Hold	4,207	–	–	0.08%	192
2019 Q4	$399K	Hold	4,207	–	–	0.1%	159
2019 Q3	$377K	Hold	4,207	–	–	0.1%	157
2019 Q2	$375K	Buy	4,207 +467	+12%	+$41K	0.11%	162
2019 Q1	$325K	Buy	+3,740	New	+$315K	0.1%	172

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cypress Wealth Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2021, closing a stake of 4,207 shares — an estimated $460K sold.

Cypress Wealth Services first reported a position in IWS in Q1 2019 and held it in 8 quarters. The position peaked at $460K in Q1 2021. 672 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

Cypress Wealth Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 4,207 iShares Russell Mid-Cap Value ETF shares in Q2 2021, an estimated $460K.
Cypress Wealth Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 8 quarters.
Cypress Wealth Services's iShares Russell Mid-Cap Value ETF position peaked at $460K in Q1 2021.
672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

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