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: Q2 2026 in Review

Fort Point Capital Partners increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $2.29M and bringing the position to 33,654 shares worth $25.2M. The position accounts for 1.75% of the portfolio, ranked #12.

Fort Point Capital Partners first reported a position in IVV in Q1 2016 and has held it in 42 quarters since. The position peaked at $31.2M in Q2 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Fort Point Capital Partners held 33,654 shares of iShares Core S&P 500 ETF worth $25.2M as of Q2 2026.
  • Fort Point Capital Partners bought 3,141 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.29M.
  • iShares Core S&P 500 ETF made up 1.75% of Fort Point Capital Partners's portfolio in Q2 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 42 quarters since.
  • Fort Point Capital Partners's iShares Core S&P 500 ETF position peaked at $31.2M in Q2 2025.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.