Cypress Point Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-258	Closed	-$38K	–	89
2021 Q3	$38K	Hold	258	–	–	0.03%	66
2021 Q2	$38K	Hold	258	–	–	0.03%	71
2021 Q1	$36K	Hold	258	–	–	0.04%	48
2020 Q4	$33K	Buy	+258	New	+$31.2K	0.05%	115

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q4 2021, closing a stake of 258 shares — an estimated $38K sold.

Cypress Point Wealth Management first reported a position in IVE in Q4 2020 and held it in 4 quarters. The position peaked at $38K in Q3 2021. 1,039 funds tracked by Wall St. Rank hold IVE as of Q4 2021.

Cypress Point Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 258 iShares S&P 500 Value ETF shares in Q4 2021, an estimated $38K.
Cypress Point Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's iShares S&P 500 Value ETF position peaked at $38K in Q3 2021.
1,039 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2021.

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