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

Cypress Point Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$6.74K	0.01%	167

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2021, closing a stake of 82 shares — an estimated $9K sold.

Cypress Point Wealth Management first reported a position in IJR in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 2,048 funds tracked by Wall St. Rank hold IJR as of Q4 2021.

Cypress Point Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 82 iShares Core S&P Small-Cap ETF shares in Q4 2021, an estimated $9K.
Cypress Point Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $9K in Q3 2021.
2,048 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2021.

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