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
2025
Q3
Sell
-6,100
Closed -$3.78M 263
2025
Q2
$3.78M Buy
+6,100
New +$3.5M 0.27% 58

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.