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iShares Dow Jones US Financial shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial 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 Dow Jones US Financial by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $443k 4.3k 103.90
2024-06-30 $329k 3.5k 94.57
2024-03-31 $332k 3.5k 95.65
2023-12-31 $299k 3.5k 85.41
2023-09-30 $262k 3.5k 74.76
2023-06-30 $265k 3.6k 74.61
2023-03-31 $250k 3.5k 71.14
2022-12-31 $251k 3.3k 75.47
2022-09-30 $232k 3.4k 67.64
2022-06-30 $219k 3.1k 69.97
2022-03-31 $239k 2.8k 84.45