Ownership history in Cypress Wealth Services, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 89,705 | +30,226 | +50.8% | 2.63% | $19.0M | $211.29 |
| 2025 Q3 | ADDED | 59,479 | +636 | +1.1% | 2.01% | $12.3M | $204.79 |
| 2025 Q2 | REDUCED | 58,843 | -2,801 | -4.5% | 2.06% | $11.5M | $192.97 |
| 2025 Q1 | ADDED | 61,644 | +19,499 | +46.3% | 2.38% | $11.7M | $187.40 |
| 2024 Q4 | ADDED | 42,145 | +2,030 | +5.1% | 1.62% | $8.0M | $186.96 |
| 2024 Q3 | ADDED | 40,115 | +397 | +1.0% | 1.64% | $7.9M | $192.07 |
| 2024 Q2 | ADDED | 39,718 | +3,766 | +10.5% | 1.61% | $7.2M | $176.28 |
| 2024 Q1 | ADDED | 35,952 | +34,244 | +2004.9% | 1.56% | $6.7M | $180.10 |
| 2022 Q3 | ADDED | 1,708 | +187 | +12.3% | 0.08% | $224K | $120.42 |
| 2022 Q2 | ADDED | 1,521 | +12 | +0.8% | 0.07% | $209K | $127.92 |
As of 2025 Q4 — sorted by position size