CPWM
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Cypress Point Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cypress Point Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-91
Closed -$9K – 88
2021
Q3 		$9K Buy
+91
New +$9.2K 0.01% 117

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TAIM
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 91 shares — an estimated $9K sold.

Cypress Point Wealth Management first reported a position in ITOT in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 994 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 91 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $9K.
  • Cypress Point Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $9K in Q3 2021.
  • 994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

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