Fort Point Capital Partners »

iShares Russell 1000 Index shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1M 27k 262.26
2023-09-30 $6.7M 29k 234.91
2023-06-30 $7.0M 29k 243.74
2023-03-31 $7.2M 32k 225.23
2022-12-31 $6.5M 31k 210.52
2022-09-30 $5.5M 28k 197.33
2022-06-30 $5.8M 28k 207.78
2022-03-31 $5.2M 21k 250.07
2021-12-31 $4.8M 18k 264.41
2021-09-30 $3.5M 15k 241.70
2021-06-30 $4.1M 17k 242.09
2021-03-31 $4.4M 20k 223.82
2020-12-31 $4.7M 22k 211.82
2020-09-30 $4.3M 23k 187.16
2020-06-30 $3.2M 19k 171.70
2020-03-31 $2.6M 18k 141.54
2019-12-31 $4.4M 25k 178.41
2019-09-30 $4.1M 25k 164.56
2019-06-30 $4.1M 25k 162.79
2019-03-31 $3.9M 25k 157.32
2018-12-31 $3.8M 27k 138.68
2018-09-30 $1.8M 11k 161.67
2018-06-30 $1.8M 12k 152.01
2018-03-31 $1.8M 12k 146.87
2017-12-31 $1.9M 13k 148.58
2017-09-30 $2.0M 14k 139.90
2017-06-30 $2.1M 16k 135.28
2017-03-31 $2.2M 16k 131.23
2016-12-31 $2.5M 20k 126.07
2016-09-30 $2.1M 17k 120.48
2016-06-30 $2.0M 17k 116.90
2016-03-31 $1.7M 15k 114.07
2015-12-31 $1.3M 11k 113.28
2015-09-30 $685k 6.4k 107.03
2015-06-30 $743k 6.4k 116.09
2015-03-31 $726k 6.3k 115.79
2014-12-31 $895k 7.8k 114.68
2014-09-30 $913k 8.3k 109.88
2014-06-30 $915k 8.3k 110.12
2014-03-31 $976k 9.3k 104.73
2013-12-31 $1.2M 11k 103.13

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index