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
2025 Q3	$678K	Sell
2025 Q2	$669K	Buy
2025 Q1	$390K	Hold
2024 Q4	$409K	Hold
2024 Q3	$400K	Hold
2024 Q2	$380K	Hold
2024 Q1	$365K	Buy
2021 Q4	–	Sell
2021 Q3	$83K	Hold
2021 Q2	$83K	Buy