Cypress Point Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-280	Closed	-$19K	–	93
2021 Q3	$19K	Buy	+280	New	+$19.8K	0.01%	95
2021 Q2	–	Sell	-2,400	Closed	-$146K	–	198
2021 Q1	$146K	Hold	2,400	–	–	0.15%	27
2020 Q4	$145K	Buy	+2,400	New	+$137K	0.22%	91

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 280 shares — an estimated $19K sold.

Cypress Point Wealth Management first reported a position in IWF in Q4 2020 and held it in 3 quarters. The position peaked at $146K in Q1 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Cypress Point Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 280 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $19K.
Cypress Point Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 3 quarters.
Cypress Point Wealth Management's iShares Russell 1000 Growth ETF position peaked at $146K in Q1 2021.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

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