Fort Point Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.25M | Buy |
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|
2025
Q2 | $3.95M | Sell |
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|
2025
Q1 | $4.63M | Buy |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $3.45M | Buy |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $296K | Hold |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $312K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $250K | Buy |
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