Cypress Wealth Services’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,298	Closed	-$308K	–	290
2021 Q1	$308K	Buy	1,298 +80	+7%	+$18.6K	0.06%	214
2020 Q4	$272K	Buy	+1,218	New	+$256K	0.06%	220
2020 Q3	–	Sell	-1,217	Closed	-$235K	–	386
2020 Q2	$219K	Buy	+1,217	New	+$206K	0.05%	240
2020 Q1	–	Sell	-1,225	Closed	-$231K	–	260
2019 Q4	$231K	Buy	1,225 +1	+0.1%	+$180	0.06%	220
2019 Q3	$213K	Hold	1,224	–	–	0.06%	229
2019 Q2	$211K	Sell	1,224 -34	-3%	-$5.77K	0.06%	240
2019 Q1	$210K	Buy	+1,258	New	+$202K	0.07%	234

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

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

Cypress Wealth Services sold out of iShares Russell 3000 ETF (IWV) in Q2 2021, closing a stake of 1,298 shares — an estimated $308K sold.

Cypress Wealth Services first reported a position in IWV in Q1 2019 and held it in 7 quarters. The position peaked at $308K in Q1 2021. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2021.

Cypress Wealth Services reported no remaining iShares Russell 3000 ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 1,298 iShares Russell 3000 ETF shares in Q2 2021, an estimated $308K.
Cypress Wealth Services first reported a position in iShares Russell 3000 ETF in Q1 2019 and held it in 7 quarters.
Cypress Wealth Services's iShares Russell 3000 ETF position peaked at $308K in Q1 2021.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2021.

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