Cypress Wealth Services, LLC Ishares Russell 2000 ETF Transaction History

Cypress Wealth Services, LLC

$517 Million
Q2 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 5,148 shares of IWM stock, worth $1.14 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,148

Previous 1,293 298.14%

Holding current value

$1.14 Million

Previous $259,000 328.57%

% of portfolio

0.21%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$174.82 - $215.79 $673,931 - $831,870	3,855 Added 298.14%	5,148 $1.11 Million
Q1 2025 Apr 10, 2025	SELL	$198.1 - $229.79 $594 - $689	-3 Reduced 0.23%	1,293 $259,000
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $19,667 - $22,058	91 Added 7.55%	1,296 $286,000
Q3 2024 Oct 08, 2024	SELL	$200.87 - $224.6 $7,633 - $8,534	-38 Reduced 3.06%	1,205 $266,000
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $235,523 - $261,402	1,243 New	1,243 $261,000
Q2 2022 Jul 27, 2022	SELL	$163.9 - $207.91 $169,964 - $215,602	-1,037 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$191.52 - $225.32 $214,119 - $251,907	-1,118 Reduced 51.88%	1,037 $213,000
Q4 2021 Jan 19, 2022	SELL	$212.12 - $242.56 $1,272 - $1,455	-6 Reduced 0.28%	2,155 $479,000
Q3 2021 Oct 13, 2021	BUY	$211.73 - $231.39 $5,293 - $5,784	25 Added 1.17%	2,161 $473,000
Q2 2021 Jul 14, 2021	SELL	$211.85 - $232.89 $1.28 Million - $1.41 Million	-6,040 Reduced 73.87%	2,136 $490,000
Q1 2021 Apr 28, 2021	BUY	$193.5 - $234.42 $84,559 - $102,441	437 Added 5.65%	8,176 $1.81 Million
Q4 2020 Jan 22, 2021	BUY	$152.18 - $199.14 $239,531 - $313,446	1,574 Added 25.53%	7,739 $1.52 Million
Q2 2020 Jul 15, 2020	SELL	$104.62 - $153.09 $266,257 - $389,614	-2,545 Reduced 29.22%	6,165 $883,000
Q1 2020 Apr 10, 2020	SELL	$99.9 - $169.53 $694,804 - $1.18 Million	-6,955 Reduced 44.4%	8,710 $997,000
Q4 2019 Jan 14, 2020	SELL	$146.46 - $166.68 $72,204 - $82,173	-493 Reduced 3.05%	15,665 $2.6 Million
Q3 2019 Oct 16, 2019	SELL	$144.85 - $157.9 $110,230 - $120,161	-761 Reduced 4.5%	16,158 $2.45 Million
Q2 2019 Jul 24, 2019	BUY	$145.86 - $160.71 $284,135 - $313,063	1,948 Added 13.01%	16,919 $2.63 Million
Q1 2019 Apr 19, 2019	BUY	$132.25 - $158.24 $308,010 - $368,540	2,329 Added 18.42%	14,971 $2.29 Million
Q4 2018 Jan 22, 2019	SELL	$125.88 - $166.33 $278,824 - $368,420	-2,215 Reduced 14.91%	12,642 $1.69 Million
Q3 2018 Oct 19, 2018	BUY	$164.2 - $173.02 $120,686 - $127,169	735 Added 5.2%	14,857 $2.5 Million
Q2 2018 Aug 06, 2018	BUY	$148.13 - $169.97 $362,029 - $415,406	2,444 Added 20.93%	14,122 $2.31 Million
Q1 2018 May 01, 2018	BUY	$145.44 - $159.96 $199,980 - $219,945	1,375 Added 13.35%	11,678 $1.77 Million
Q4 2017 Feb 05, 2018	BUY	$145.63 - $154.3 $1.5 Million - $1.59 Million	10,303	10,303 $1.57 Million

Others Institutions Holding IWM

# of Institutions

2,907

Shares Held

315M

Call Options Held

232M

Put Options Held

546M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Account

Cypress Wealth Services, LLC Ishares Russell 2000 ETF Transaction History