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

Cypress Point Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$45.6K	0.07%	107

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cypress Point Wealth Management's IVW Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2021, closing a stake of 752 shares — an estimated $56K sold.

Cypress Point Wealth Management first reported a position in IVW in Q4 2020 and held it in 4 quarters. The position peaked at $56K in Q3 2021. 1,348 funds tracked by Wall St. Rank hold IVW as of Q4 2021.

Cypress Point Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 752 iShares S&P 500 Growth ETF shares in Q4 2021, an estimated $56K.
Cypress Point Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's iShares S&P 500 Growth ETF position peaked at $56K in Q3 2021.
1,348 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.