CPWM

Cypress Point Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-752	Closed	-$56K	–	91
2021 Q3	$56K	Hold	752	–	–	0.04%	56
2021 Q2	$55K	Hold	752	–	–	0.04%	59
2021 Q1	$49K	Hold	752	–	–	0.05%	42
2020 Q4	$48K	Buy	+752	New	+$48K	0.07%	107