iShares Russell 2000 Value Index shares owned by Fort Point Capital Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Fort Point Capital Partners
from 13F filings
Historical chart of Fort Point Capital Partners investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Fort Point Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $368k | 2.4k | 155.33 |
| 2023-09-30 | $324k | 2.4k | 135.55 |
| 2023-06-30 | $347k | 2.5k | 140.80 |
| 2023-03-31 | $343k | 2.5k | 137.02 |
| 2022-12-31 | $347k | 2.5k | 138.67 |
| 2022-09-30 | $335k | 2.6k | 128.80 |
| 2022-06-30 | $591k | 4.3k | 136.21 |
| 2022-03-31 | $842k | 5.2k | 161.40 |
| 2021-12-31 | $9.1M | 55k | 166.05 |
| 2021-09-30 | $8.5M | 53k | 160.23 |
| 2021-06-30 | $15M | 91k | 165.77 |
| 2021-03-31 | $13M | 80k | 159.47 |
| 2020-12-31 | $8.3M | 63k | 131.75 |
| 2020-09-30 | $5.4M | 54k | 99.33 |
| 2018-09-30 | $239k | 1.8k | 132.78 |
| 2018-03-31 | $224k | 1.8k | 121.94 |
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