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Cypress Financial Planning LLC · IWM

← Holdings

Position over 9 quarters · +18% shares · SEC 13F

QuarterSharesΔ SharesValue
Q1 '242K—$357K
Q2 '242K+417$429K
Q3 '242K-118$441K
Q4 '242K+3$441K
Q1 '252K+6$400K
Q2 '252K+112$457K
Q3 '252K-99$488K
Q4 '252K-18$496K
Q1 '262K-4$495K

Source: SEC Form 13F. Values are as-of each quarter-end, not live.