CPWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-82	Closed	-$9K	–	85
2021 Q3	$9K	Hold	82	–	–	0.01%	116
2021 Q2	$9K	Hold	82	–	–	0.01%	147
2021 Q1	$9K	Hold	82	–	–	0.01%	83
2020 Q4	$8K	Buy	+82	New	+$8K	0.01%	167