Cypress Point Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$743K	Hold	970	–	–	0.08%	69
2026 Q2	$726K	Buy	970 +6	+0.6%	+$4.37K	0.15%	65
2026 Q1	$630K	Sell	964 -49	-5%	-$33.5K	0.14%	60
2025 Q4	$694K	Hold	1,013	–	–	0.15%	55
2025 Q3	$678K	Sell	1,013 -65	-6%	-$41.9K	0.14%	50
2025 Q2	$669K	Buy	1,078 +384	+55%	+$220K	0.16%	50
2025 Q1	$390K	Hold	694	–	–	0.12%	55
2024 Q4	$409K	Hold	694	–	–	0.13%	54
2024 Q3	$400K	Hold	694	–	–	0.16%	59
2024 Q2	$380K	Hold	694	–	–	0.18%	57
2024 Q1	$365K	Buy	+694	New	+$347K	0.19%	57
2021 Q4	–	Sell	-192	Closed	-$83K	–	90
2021 Q3	$83K	Hold	192	–	–	0.06%	47
2021 Q2	$83K	Buy	+192	New	+$80.4K	0.06%	46

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Cypress Point Wealth Management's IVV Position: Q3 2026 in Review

Cypress Point Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 970 shares worth $743K. The position accounts for 0.08% of the portfolio, ranked #69.

Cypress Point Wealth Management first reported a position in IVV in Q2 2021 and has held it in 13 quarters since. 2,605 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cypress Point Wealth Management held 970 shares of iShares Core S&P 500 ETF worth $743K as of Q3 2026.
Cypress Point Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.08% of Cypress Point Wealth Management's portfolio in Q3 2026, its #69 holding.
Cypress Point Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
2,605 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cypress Point Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.