Fort Point Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.44M Sell
31,687
-978
-3% -$71.8K 0.17% 68
2026
Q1
$2.21M Buy
32,665
+3,067
+10% +$213K 0.27% 61
2025
Q4
$2.08M Sell
29,598
-4,144
-12% -$271K 0.23% 67
2025
Q3
$2.2M Sell
33,742
-7,597
-18% -$488K 0.26% 66
2025
Q2
$2.56M Buy
41,339
+27,767
+205% +$1.63M 0.18% 81
2025
Q1
$792K Buy
13,572
+4,020
+42% +$250K 0.09% 149
2024
Q4
$595K Sell
9,552
-179
-2% -$11.5K 0.06% 178
2024
Q3
$606K Sell
9,731
-224
-2% -$13.5K 0.07% 162
2024
Q2
$583K Sell
9,955
-579
-5% -$34K 0.07% 181
2024
Q1
$640K Sell
10,534
-1
-0% -$57 0.09% 169
2023
Q4
$584K Buy
10,535
+3,940
+60% +$200K 0.08% 154
2023
Q3
$329K Sell
6,595
-750
-10% -$39.3K 0.05% 197
2023
Q2
$384K Buy
7,345
+705
+11% +$35K 0.05% 188
2023
Q1
$332K Hold
6,640
0.05% 209
2022
Q4
$321K Buy
6,640
+375
+6% +$18.1K 0.05% 199
2022
Q3
$275K Hold
6,265
0.05% 219
2022
Q2
$283K Hold
6,265
0.05% 227
2022
Q1
$336K Hold
6,265
0.05% 220
2021
Q4
$355K Hold
6,265
0.05% 206
2021
Q3
$330K Buy
+6,265
New +$337K 0.05% 186
2015
Q2
Sell
-8,810
Closed -$268K 82
2015
Q1
$268K Sell
8,810
-715
-8% -$21.2K 0.18% 50
2014
Q4
$276K Buy
+9,525
New +$268K 0.21% 42

Other funds holding IJH

Fort Point Capital Partners's IJH Position: Q2 2026 in Review

Fort Point Capital Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, selling an estimated $71.8K and leaving 31,687 shares worth $2.44M. The position accounts for 0.17% of the portfolio, ranked #68.

Fort Point Capital Partners first reported a position in IJH in Q4 2014 and has held it in 22 quarters since. The position peaked at $2.56M in Q2 2025. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Fort Point Capital Partners held 31,687 shares of iShares Core S&P Mid-Cap ETF worth $2.44M as of Q2 2026.
  • Fort Point Capital Partners sold 978 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $71.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.17% of Fort Point Capital Partners's portfolio in Q2 2026, its #68 holding.
  • Fort Point Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 22 quarters since.
  • Fort Point Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.56M in Q2 2025.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.