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Cypress Wealth Services’s iShares US Financial Services ETF IYG Stock Holding History

Cypress Wealth Services’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,624
Closed -$233K – 249
2021
Q4 		$233K Sell
3,624
-1,203
-25% -$78.4K 0.06% 205
2021
Q3 		$303K Sell
4,827
-726
-13% -$45.6K 0.09% 168
2021
Q2 		$343K Sell
5,553
-900
-14% -$55K 0.09% 179
2021
Q1 		$368K Sell
6,453
-4,449
-41% -$241K 0.08% 193
2020
Q4 		$545K Buy
+10,902
New +$492K 0.12% 141
2020
Q3 		– Sell
-25,857
Closed -$1.07M – 388
2020
Q2 		$1.03M Buy
+25,857
New +$994K 0.24% 94
2020
Q1 		– Sell
-8,751
Closed -$443K – 261
2019
Q4 		$443K Buy
8,751
+288
+3% +$13.8K 0.11% 146
2019
Q3 		$385K Buy
8,463
+147
+2% +$6.63K 0.11% 156
2019
Q2 		$371K Buy
8,316
+216
+3% +$9.46K 0.11% 163
2019
Q1 		$337K Buy
8,100
+1,014
+14% +$42K 0.11% 169
2018
Q4 		$265K Sell
7,086
-2,559
-27% -$106K 0.11% 168
2018
Q3 		$429K Buy
9,645
+219
+2% +$9.91K 0.15% 130
2018
Q2 		$407K Buy
9,426
+2,988
+46% +$132K 0.15% 131
2018
Q1 		$281K Buy
6,438
+873
+16% +$39.6K 0.12% 143
2017
Q4 		$242K Buy
+5,565
New +$232K 0.1% 172

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Services's IYG Position: Q1 2022 in Review

Cypress Wealth Services sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 3,624 shares — an estimated $233K sold.

Cypress Wealth Services first reported a position in IYG in Q4 2017 and held it in 15 quarters. The position peaked at $1.03M in Q2 2020. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

  • Cypress Wealth Services reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 3,624 iShares US Financial Services ETF shares in Q1 2022, an estimated $233K.
  • Cypress Wealth Services first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 15 quarters.
  • Cypress Wealth Services's iShares US Financial Services ETF position peaked at $1.03M in Q2 2020.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Cypress Wealth Services's 13F filing for Q1 2022, filed 22 Apr 2022.