Ownership history in Cypress Wealth Services, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in ISHARES TR (IVV). 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 | REDUCED | 42,088 | -48 | -0.1% | 3.99% | $28.8M | $683.12 |
| 2025 Q3 | REDUCED | 42,136 | -979 | -2.3% | 4.62% | $28.2M | $665.17 |
| 2025 Q2 | REDUCED | 43,115 | -11,623 | -21.2% | 4.79% | $26.8M | $615.21 |
| 2025 Q1 | REDUCED | 54,738 | -5,239 | -8.7% | 6.24% | $30.8M | $555.02 |
| 2024 Q4 | REDUCED | 59,977 | -609 | -1.0% | 7.09% | $35.3M | $579.67 |
| 2024 Q3 | REDUCED | 60,586 | -2,471 | -3.9% | 7.23% | $34.9M | $566.00 |
| 2024 Q2 | REDUCED | 63,057 | -2,217 | -3.4% | 7.68% | $34.5M | $534.89 |
| 2024 Q1 | REDUCED | 65,274 | -10,615 | -14.0% | 7.99% | $34.3M | $512.33 |
| 2023 Q4 | ADDED | 75,889 | +3,193 | +4.4% | 9.04% | $36.2M | $463.98 |
| 2023 Q3 | ADDED | 72,696 | +8,203 | +12.7% | 8.65% | $31.2M | $415.48 |
As of 2025 Q4 — sorted by position size