CPWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-70	Closed	-$19K	–	93
2021 Q3	$19K	Buy	+70	New	+$19K	0.01%	95
2021 Q2	–	Sell	-600	Closed	-$146K	–	198
2021 Q1	$146K	Hold	600	–	–	0.15%	27
2020 Q4	$145K	Buy	+600	New	+$145K	0.22%	91