Fort Point Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Fort Point Capital Partners’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$503K	Buy	4,444 +408	+10%	+$49.1K	0.06%	145
2025 Q4	$500K	Hold	4,036	–	–	0.06%	149
2025 Q3	$487K	Sell	4,036 -408	-9%	-$46.9K	0.06%	150
2025 Q2	$489K	Buy	4,444 +816	+22%	+$80.8K	0.04%	223
2025 Q1	$337K	Hold	3,628	–	–	0.04%	255
2024 Q4	$368K	Hold	3,628	–	–	0.04%	233
2024 Q3	$347K	Sell	3,628 -600	-14%	-$55.4K	0.04%	223
2024 Q2	$391K	Hold	4,228	–	–	0.05%	222
2024 Q1	$357K	Hold	4,228	–	–	0.05%	228
2023 Q4	$318K	Hold	4,228	–	–	0.05%	232
2023 Q3	$289K	Hold	4,228	–	–	0.04%	216
2023 Q2	$298K	Hold	4,228	–	–	0.04%	216
2023 Q1	$270K	Hold	4,228	–	–	0.04%	232
2022 Q4	$247K	Hold	4,228	–	–	0.04%	234
2022 Q3	$245K	Hold	4,228	–	–	0.04%	232
2022 Q2	$255K	Hold	4,228	–	–	0.04%	240
2022 Q1	$323K	Hold	4,228	–	–	0.05%	225
2021 Q4	$354K	Sell	4,228 -500	-11%	-$40.3K	0.05%	207
2021 Q3	$349K	Hold	4,728	–	–	0.05%	181
2021 Q2	$344K	Hold	4,728	–	–	0.06%	128
2021 Q1	$308K	Sell	4,728 -1,984	-30%	-$128K	0.07%	125
2020 Q4	$428K	Hold	6,712	–	–	0.1%	97
2020 Q3	$388K	Buy	6,712 +928	+16%	+$52.5K	0.1%	87
2020 Q2	$300K	Buy	5,784 +780	+16%	+$37.4K	0.09%	101
2020 Q1	$206K	Hold	5,004	–	–	0.09%	97
2019 Q4	$242K	Hold	5,004	–	–	0.09%	114
2019 Q3	$225K	Hold	5,004	–	–	0.08%	108
2019 Q2	$224K	Sell	5,004 -1,600	-24%	-$70.4K	0.09%	96
2019 Q1	$285K	Hold	6,604	–	–	0.12%	82
2018 Q4	$249K	Buy	6,604 +276	+4%	+$11.2K	0.1%	119
2018 Q3	$280K	Hold	6,328	–	–	0.08%	124
2018 Q2	$257K	Buy	+6,328	New	+$254K	0.09%	108

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fort Point Capital Partners's IVW Position: Q1 2026 in Review

Fort Point Capital Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 10% in Q1 2026, buying an estimated $49.1K and bringing the position to 4,444 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #145.

Fort Point Capital Partners first reported a position in IVW in Q2 2018 and has held it in 32 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Fort Point Capital Partners held 4,444 shares of iShares S&P 500 Growth ETF worth $503K as of Q1 2026.
Fort Point Capital Partners bought 408 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $49.1K.
iShares S&P 500 Growth ETF made up 0.06% of Fort Point Capital Partners's portfolio in Q1 2026, its #145 holding.
Fort Point Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 32 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.