iShares S&P 500 Index shares owned by Cypress Point Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cypress Point Wealth Management
from 13F filings
Historical chart of Cypress Point Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cypress Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 1.0k | 669.30 |
| 2025-06-30 | $669k | 1.1k | 620.90 |
| 2025-03-31 | $390k | 694 | 561.90 |
| 2024-12-31 | $409k | 694 | 588.68 |
| 2024-09-30 | $400k | 694 | 576.82 |
| 2024-06-30 | $380k | 694 | 547.23 |
| 2024-03-31 | $365k | 694 | 525.73 |
| 2021-09-30 | $83k | 192 | 432.29 |
| 2021-06-30 | $83k | 192 | 432.29 |
More positions owned by Cypress Point Wealth Management
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