Cypress Point Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-215
Closed -$11K 84
2021
Q3
$11K Hold
215
0.01% 109
2021
Q2
$12K Hold
215
0.01% 129
2021
Q1
$11K Hold
215
0.01% 75
2020
Q4
$10K Buy
+215
New +$9.06K 0.02% 156

Other funds holding IJH

Cypress Point Wealth Management's IJH Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2021, closing a stake of 215 shares — an estimated $11K sold.

Cypress Point Wealth Management first reported a position in IJH in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 1,865 funds tracked by Wall St. Rank hold IJH as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 215 iShares Core S&P Mid-Cap ETF shares in Q4 2021, an estimated $11K.
  • Cypress Point Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $12K in Q2 2021.
  • 1,865 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.