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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Cypress Point Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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