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iShares S&P SmallCap 600 Index shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 16k 118.83
2025-06-30 $1.6M 15k 109.29
2025-03-31 $1.7M 17k 104.57
2024-12-31 $1.4M 13k 115.22
2024-09-30 $1.2M 11k 116.96
2024-06-30 $1.1M 11k 106.66
2024-03-31 $1.2M 11k 110.52
2023-12-31 $1.3M 12k 108.25
2023-06-30 $235k 2.4k 99.65
2023-03-31 $207k 2.1k 96.70
2022-12-31 $202k 2.1k 94.64
2022-03-31 $207k 1.9k 108.04
2021-12-31 $219k 1.9k 114.30
2021-09-30 $280k 2.6k 109.03
2021-06-30 $290k 2.6k 112.93
2021-03-31 $279k 2.6k 108.64
2020-12-31 $255k 2.8k 92.06
2019-12-31 $442k 5.3k 83.82
2019-09-30 $481k 6.2k 77.82
2019-06-30 $484k 6.2k 78.30
2019-03-31 $477k 6.2k 77.17
2018-12-31 $610k 8.8k 69.31
2018-09-30 $573k 6.6k 87.21
2018-06-30 $415k 5.0k 83.50
2018-03-31 $758k 9.8k 76.99
2017-12-31 $516k 6.7k 76.83
2017-09-30 $544k 7.3k 74.25
2017-06-30 $520k 7.4k 70.17
2017-03-31 $454k 6.6k 69.12
2016-12-31 $881k 13k 67.71
2016-09-30 $264k 2.1k 123.94
2016-06-30 $243k 2.1k 116.38
2016-03-31 $235k 2.1k 112.55

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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