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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
2020
Q4 		– Sell
-1,217
Closed -$238K – 404
2020
Q3 		$238K Buy
+1,217
New +$235K 0.06% 221

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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.