Cypress Point Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $630K | Sell |
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|
2025
Q4 | $694K | Hold |
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|
2025
Q3 | $678K | Sell |
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|
2025
Q2 | $669K | Buy |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $365K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $83K | Buy |
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