Fort Point Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Buy |
30,513
+5,132
| +20% | +$3.5M | 2.42% | 12 |
|
|
2025
Q4 | $17.6M | Buy |
25,381
+1,097
| +5% | +$745K | 1.98% | 15 |
|
|
2025
Q3 | $16.3M | Sell |
24,284
-25,922
| -52% | -$16.7M | 1.91% | 15 |
|
|
2025
Q2 | $31.2M | Buy |
50,206
+1,773
| +4% | +$1.02M | 2.25% | 9 |
|
|
2025
Q1 | $27.2M | Sell |
48,433
-1,355
| -3% | -$800K | 3% | 7 |
|
|
2024
Q4 | $29.3M | Buy |
49,788
+2,984
| +6% | +$1.77M | 3.19% | 4 |
|
|
2024
Q3 | $27M | Buy |
46,804
+340
| +0.7% | +$189K | 3.33% | 6 |
|
|
2024
Q2 | $25.4M | Buy |
46,464
+915
| +2% | +$481K | 3.22% | 6 |
|
|
2024
Q1 | $23.9M | Buy |
45,549
+386
| +0.9% | +$193K | 3.19% | 6 |
|
|
2023
Q4 | $21.6M | Buy |
45,163
+8,059
| +22% | +$3.61M | 3.06% | 7 |
|
|
2023
Q3 | $15.9M | Buy |
37,104
+3,128
| +9% | +$1.4M | 2.43% | 9 |
|
|
2023
Q2 | $15.1M | Buy |
33,976
+23
| +0.1% | +$9.69K | 2.14% | 14 |
|
|
2023
Q1 | $14M | Buy |
33,953
+4,851
| +17% | +$1.94M | 2.12% | 11 |
|
|
2022
Q4 | $11.2M | Buy |
29,102
+338
| +1% | +$130K | 1.74% | 14 |
|
|
2022
Q3 | $10.3M | Buy |
28,764
+2,564
| +10% | +$1.02M | 1.72% | 17 |
|
|
2022
Q2 | $9.93M | Buy |
26,200
+9,973
| +61% | +$4.1M | 1.62% | 15 |
|
|
2022
Q1 | $7.36M | Buy |
16,227
+3,228
| +25% | +$1.44M | 1.03% | 27 |
|
|
2021
Q4 | $6.2M | Buy |
12,999
+211
| +2% | +$97.2K | 0.83% | 31 |
|
|
2021
Q3 | $5.51M | Buy |
12,788
+6,712
| +110% | +$2.97M | 0.83% | 28 |
|
|
2021
Q2 | $2.61M | Buy |
6,076
+314
| +5% | +$132K | 0.48% | 44 |
|
|
2021
Q1 | $2.29M | Buy |
5,762
+173
| +3% | +$67K | 0.49% | 42 |
|
|
2020
Q4 | $2.1M | Sell |
5,589
-20
| -0.4% | -$7.12K | 0.48% | 40 |
|
|
2020
Q3 | $1.89M | Sell |
5,609
-105
| -2% | -$34.9K | 0.48% | 38 |
|
|
2020
Q2 | $1.77M | Sell |
5,714
-422
| -7% | -$124K | 0.55% | 34 |
|
|
2020
Q1 | $1.59M | Sell |
6,136
-10,153
| -62% | -$3.11M | 0.68% | 28 |
|
|
2019
Q4 | $5.26M | Sell |
16,289
-424
| -3% | -$131K | 1.89% | 14 |
|
|
2019
Q3 | $4.99M | Buy |
16,713
+4,654
| +39% | +$1.38M | 1.88% | 14 |
|
|
2019
Q2 | $3.55M | Sell |
12,059
-30
| -0.2% | -$8.69K | 1.4% | 17 |
|
|
2019
Q1 | $3.44M | Sell |
12,089
-402
| -3% | -$110K | 1.5% | 17 |
|
|
2018
Q4 | $3.14M | Buy |
12,491
+3,819
| +44% | +$1.04M | 1.27% | 18 |
|
|
2018
Q3 | $2.54M | Buy |
8,672
+248
| +3% | +$71.1K | 0.77% | 26 |
|
|
2018
Q2 | $2.3M | Buy |
8,424
+2,708
| +47% | +$737K | 0.77% | 26 |
|
|
2018
Q1 | $1.52M | Sell |
5,716
-616
| -10% | -$169K | 0.56% | 35 |
|
|
2017
Q4 | $1.7M | Hold |
6,332
| – | – | 0.79% | 26 |
|
|
2017
Q3 | $1.6M | Buy |
6,332
+77
| +1% | +$19.1K | 0.77% | 27 |
|
|
2017
Q2 | $1.52M | Buy |
6,255
+100
| +2% | +$24.1K | 0.85% | 24 |
|
|
2017
Q1 | $1.46M | Buy |
6,155
+525
| +9% | +$123K | 0.75% | 26 |
|
|
2016
Q4 | $1.28M | Sell |
5,630
-70
| -1% | -$15.4K | 0.7% | 30 |
|
|
2016
Q3 | $1.24M | Hold |
5,700
| – | – | 0.56% | 38 |
|
|
2016
Q2 | $1.2M | Sell |
5,700
-4,064
| -42% | -$848K | 0.58% | 40 |
|
|
2016
Q1 | $2.02M | Buy |
+9,764
| New | +$1.92M | 1.03% | 22 |
|
Other funds holding IVV
Fort Point Capital Partners's IVV Position: Q1 2026 in Review
Fort Point Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, buying an estimated $3.5M and bringing the position to 30,513 shares worth $19.9M. The position accounts for 2.42% of the portfolio, ranked #12.
Fort Point Capital Partners first reported a position in IVV in Q1 2016 and has held it in 41 quarters since. The position peaked at $31.2M in Q2 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Fort Point Capital Partners held 30,513 shares of iShares Core S&P 500 ETF worth $19.9M as of Q1 2026.
- Fort Point Capital Partners bought 5,132 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.5M.
- iShares Core S&P 500 ETF made up 2.42% of Fort Point Capital Partners's portfolio in Q1 2026, its #12 holding.
- Fort Point Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
- Fort Point Capital Partners's iShares Core S&P 500 ETF position peaked at $31.2M in Q2 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.