ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Cypress Wealth Services, LLC's Holding History (CIK: 0001721527)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 141,462 Value ($000) $17,437 Avg Close — Range —
Q3 2025
Shares 133,856 Value ($000) $16,159 Avg Close — Range —
Q2 2025
Shares 136,599 Value ($000) $15,040 Avg Close — Range —
Q1 2025
Shares 182,008 Value ($000) $16,896 Avg Close — Range —
Q4 2024
Shares 171,924 Value ($000) $17,455 Avg Close — Range —
Q3 2024
Shares 171,204 Value ($000) $16,393 Avg Close — Range —
Q2 2024
Shares 173,088 Value ($000) $16,018 Avg Close — Range —
Q1 2024
Shares 99,733 Value ($000) $8,421 Avg Close — Range —
Q4 2023
Shares 55,751 Value ($000) $4,187 Avg Close — Range —
Q3 2023
Shares 43,901 Value ($000) $3,004 Avg Close — Range —
Q2 2023
Shares 3,240 Value ($000) $232 Avg Close — Range —
Q2 2021
Shares 4,202 Value ($000) $306 Avg Close — Range —
Q1 2021
Shares 7,386 Value ($000) $481 Avg Close — Range —
Q4 2020
Shares 7,552 Value ($000) $482 Avg Close — Range —
Q2 2020
Shares 1,991 Value ($000) $413 Avg Close — Range —
Q1 2020
Shares 2,414 Value ($000) $398 Avg Close — Range —
Q4 2019
Shares 3,814 Value ($000) $739 Avg Close — Range —
Q3 2019
Shares 3,739 Value ($000) $673 Avg Close — Range —
Q2 2019
Shares 3,708 Value ($000) $665 Avg Close — Range —
Q1 2019
Shares 3,886 Value ($000) $670 Avg Close — Range —
Q4 2018
Shares 3,274 Value ($000) $493 Avg Close — Range —
Q3 2018
Shares 2,588 Value ($000) $459 Avg Close — Range —
Q2 2018
Shares 2,609 Value ($000) $424 Avg Close — Range —