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iShares S&P 500 Index shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners 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 Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 24k 669.30
2025-06-30 $35M 56k 620.90
2025-03-31 $27M 48k 561.90
2024-12-31 $29M 50k 588.68
2024-09-30 $27M 47k 576.82
2024-06-30 $25M 47k 547.23
2024-03-31 $24M 46k 525.73
2023-12-31 $22M 45k 477.63
2023-09-30 $16M 37k 429.43
2023-06-30 $15M 34k 445.71
2023-03-31 $14M 34k 411.08
2022-12-31 $11M 29k 384.21
2022-09-30 $10M 29k 358.64
2022-06-30 $9.9M 26k 379.16
2022-03-31 $7.4M 16k 453.69
2021-12-31 $6.2M 13k 476.96
2021-09-30 $5.5M 13k 430.79
2021-06-30 $2.6M 6.1k 429.89
2021-03-31 $2.3M 5.8k 397.78
2020-12-31 $2.1M 5.6k 375.38
2020-09-30 $1.9M 5.6k 336.07
2020-06-30 $1.8M 5.7k 309.77
2020-03-31 $1.6M 6.1k 258.47
2019-12-31 $5.3M 16k 323.22
2019-09-30 $5.0M 17k 298.51
2019-06-30 $3.6M 12k 294.72
2019-03-31 $3.4M 12k 284.56
2018-12-31 $3.1M 13k 251.62
2018-09-30 $2.5M 8.7k 292.78
2018-06-30 $2.3M 8.4k 273.03
2018-03-31 $1.5M 5.7k 265.40
2017-12-31 $1.7M 6.3k 268.79
2017-09-30 $1.6M 6.3k 253.00
2017-06-30 $1.5M 6.3k 243.49
2017-03-31 $1.5M 6.2k 237.21
2016-12-31 $1.3M 5.6k 227.53
2016-09-30 $1.2M 5.7k 217.54
2016-06-30 $1.2M 5.7k 210.53
2016-03-31 $2.0M 9.8k 206.68

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

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