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Ishares Tr shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBMS) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 115k 26.06

More positions owned by Cypress Point Wealth Management

Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Cypress Point Wealth Management

Top funds holding Ishares Tr

Mercer Global Advisors
Kathmere Capital Management
Hartland & Co
Vishria Bird Financial Group
Us Bancorp
HighTower Advisors
Praetorian Wealth Management
Central Trust & Investment
Summit Financial
Coldstream Capital Management
Cypress Point Wealth Management
Moseley Investment Management
Quantum Financial Advisors
LBMC Investment Advisors
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Tr