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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
Quarter Market Value Status Shares Shares
Change % 		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 +$33K 0.05% 115