Ownership history in Cypress Wealth Services, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in ISHARES TR (SIZE). 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 | 2,627 | +12 | +0.5% | 0.06% | $424K | $161.00 |
| 2025 Q3 | ADDED | 2,615 | +652 | +33.2% | 0.07% | $420K | $159.47 |
| 2025 Q2 | ADDED | 1,963 | +7 | +0.4% | 0.05% | $303K | $152.69 |
| 2025 Q1 | ADDED | 1,956 | +7 | +0.4% | 0.06% | $284K | $143.18 |
| 2024 Q4 | ADDED | 1,949 | +9 | +0.5% | 0.06% | $289K | $145.69 |
| 2024 Q3 | ADDED | 1,940 | +8 | +0.4% | 0.06% | $289K | $145.34 |
| 2024 Q2 | ADDED | 1,932 | +6 | +0.3% | 0.06% | $266K | $133.78 |
| 2024 Q1 | ADDED | 1,926 | +7 | +0.4% | 0.06% | $274K | $137.98 |
| 2023 Q4 | ADDED | 1,919 | +16 | +0.8% | 0.06% | $253K | $127.38 |
| 2023 Q3 | UNCHANGED | 1,903 | — | 0% | 0.06% | $223K | $112.99 |
As of 2025 Q4 — sorted by position size