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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Cypress Point Wealth Management's IVV Position: Q2 2026 in Review

Cypress Point Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.62% in Q2 2026, buying an estimated $4.37K and bringing the position to 970 shares worth $726K. The position accounts for 0.15% of the portfolio, ranked #65.

Cypress Point Wealth Management first reported a position in IVV in Q2 2021 and has held it in 12 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cypress Point Wealth Management held 970 shares of iShares Core S&P 500 ETF worth $726K as of Q2 2026.
Cypress Point Wealth Management bought 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
iShares Core S&P 500 ETF made up 0.15% of Cypress Point Wealth Management's portfolio in Q2 2026, its #65 holding.
Cypress Point Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 12 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.