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Ishares Tr rus200 grw idx shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx 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 Tr rus200 grw idx by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 999 220.05
2024-06-30 $214k 999 214.52

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 Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Freshpet (FRPT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Fort Point Capital Partners

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Ameriprise Financial
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Envestnet Asset Management
Pegasus Partners

View all funds holding Ishares Tr rus200 grw idx