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iShares Russell 2000 Index shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 29k 200.71
2023-09-30 $5.2M 29k 176.74
2023-06-30 $7.4M 40k 187.27
2023-03-31 $6.5M 36k 178.40
2022-12-31 $9.4M 54k 174.36
2022-09-30 $5.1M 31k 164.92
2022-06-30 $617k 3.6k 169.23
2022-03-31 $1.2M 5.8k 205.34
2021-12-31 $1.9M 8.7k 222.46
2021-09-30 $2.0M 9.1k 218.73
2021-06-30 $7.4M 32k 229.37
2021-03-31 $6.0M 27k 220.94
2020-12-31 $4.3M 22k 196.04
2020-09-30 $3.1M 20k 149.78
2020-06-30 $2.8M 19k 145.00
2020-03-31 $4.6M 40k 114.47
2019-12-31 $1.6M 9.9k 165.64
2019-09-30 $1.6M 11k 151.34
2019-06-30 $2.0M 13k 155.48
2019-03-31 $1.7M 11k 153.07
2018-12-31 $1.6M 12k 133.86
2018-09-30 $3.3M 20k 168.53
2018-06-30 $2.8M 17k 163.74
2018-03-31 $2.6M 17k 151.85
2017-12-31 $2.3M 15k 152.45
2017-09-30 $2.2M 15k 148.19
2017-06-30 $2.2M 16k 140.93
2017-03-31 $2.0M 14k 137.48
2016-12-31 $1.8M 13k 133.90
2016-09-30 $1.7M 13k 124.24
2016-06-30 $1.7M 15k 114.97
2016-03-31 $2.2M 20k 110.62
2015-12-31 $2.3M 21k 112.61
2015-09-30 $2.5M 23k 109.20
2015-06-30 $2.8M 23k 124.87
2015-03-31 $5.4M 43k 124.37
2014-12-31 $5.7M 47k 119.62
2014-09-30 $6.4M 59k 109.35
2014-06-30 $7.0M 59k 118.80
2014-03-31 $6.7M 58k 116.35
2013-12-31 $5.9M 51k 115.35

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

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