CPWM
Cypress Point Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
1,078
+384
| +55% | +$238K | 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 | +$365K | 0.19% | 57 |
|
|
2021
Q4 | – | Sell |
-192
| Closed | -$83K | – | 90 |
|
|
2021
Q3 | $83K | Hold |
192
| – | – | 0.06% | 47 |
|
|
2021
Q2 | $83K | Buy |
+192
| New | +$83K | 0.06% | 46 |
|