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Fort Point Capital Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Fort Point Capital Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.12M Sell
22,771
-1,132
-5% -$422K 0.98% 23
2025
Q4 		$9.08M Buy
23,903
+849
+4% +$314K 1.02% 27
2025
Q3 		$8.43M Sell
23,054
-555
-2% -$195K 0.99% 28
2025
Q2 		$8.02M Sell
23,609
-608
-3% -$191K 0.58% 36
2025
Q1 		$7.43M Sell
24,217
-981
-4% -$317K 0.82% 30
2024
Q4 		$8.12M Sell
25,198
-44
-0.2% -$14.3K 0.88% 31
2024
Q3 		$7.94M Sell
25,242
-337
-1% -$102K 0.98% 24
2024
Q2 		$7.61M Sell
25,579
-571
-2% -$164K 0.96% 24
2024
Q1 		$7.53M Sell
26,150
-848
-3% -$232K 1% 22
2023
Q4 		$7.08M Sell
26,998
-1,581
-6% -$387K 1.01% 23
2023
Q3 		$6.71M Sell
28,579
-301
-1% -$73.7K 1.02% 22
2023
Q2 		$7.04M Sell
28,880
-3,032
-10% -$698K 0.99% 22
2023
Q1 		$7.19M Buy
31,912
+1,140
+4% +$251K 1.09% 21
2022
Q4 		$6.48M Buy
30,772
+2,713
+10% +$574K 1.01% 26
2022
Q3 		$5.54M Sell
28,059
-82
-0.3% -$18K 0.92% 31
2022
Q2 		$5.85M Buy
28,141
+7,259
+35% +$1.64M 0.95% 35
2022
Q1 		$5.22M Buy
20,882
+2,596
+14% +$641K 0.73% 39
2021
Q4 		$4.83M Buy
18,286
+3,685
+25% +$949K 0.65% 38
2021
Q3 		$3.53M Sell
14,601
-2,521
-15% -$627K 0.53% 41
2021
Q2 		$4.14M Sell
17,122
-2,443
-12% -$576K 0.76% 36
2021
Q1 		$4.38M Sell
19,565
-2,765
-12% -$605K 0.94% 28
2020
Q4 		$4.73M Sell
22,330
-656
-3% -$131K 1.08% 26
2020
Q3 		$4.3M Buy
22,986
+4,314
+23% +$797K 1.09% 26
2020
Q2 		$3.21M Buy
18,672
+600
+3% +$97.1K 1% 25
2020
Q1 		$2.56M Sell
18,072
-6,803
-27% -$1.15M 1.1% 21
2019
Q4 		$4.44M Sell
24,875
-40
-0.2% -$6.83K 1.59% 16
2019
Q3 		$4.1M Buy
24,915
+6
+0% +$985 1.54% 16
2019
Q2 		$4.05M Buy
24,909
+5
+0% +$801 1.6% 15
2019
Q1 		$3.92M Sell
24,904
-2,483
-9% -$375K 1.71% 15
2018
Q4 		$3.8M Buy
27,387
+16,247
+146% +$2.43M 1.53% 16
2018
Q3 		$1.8M Sell
11,140
-596
-5% -$94.6K 0.54% 35
2018
Q2 		$1.78M Sell
11,736
-411
-3% -$61.9K 0.6% 32
2018
Q1 		$1.78M Sell
12,147
-419
-3% -$63.7K 0.65% 32
2017
Q4 		$1.87M Sell
12,566
-1,530
-11% -$222K 0.87% 25
2017
Q3 		$1.97M Sell
14,096
-1,501
-10% -$206K 0.94% 23
2017
Q2 		$2.11M Sell
15,597
-794
-5% -$106K 1.17% 20
2017
Q1 		$2.15M Sell
16,391
-3,415
-17% -$442K 1.11% 18
2016
Q4 		$2.5M Buy
19,806
+2,500
+14% +$304K 1.36% 18
2016
Q3 		$2.08M Sell
17,306
-102
-0.6% -$12.3K 0.94% 22
2016
Q2 		$2.04M Buy
17,408
+2,821
+19% +$325K 0.99% 21
2016
Q1 		$1.66M Buy
14,587
+3,270
+29% +$353K 0.85% 28
2015
Q4 		$1.28M Buy
11,317
+4,917
+77% +$562K 0.65% 33
2015
Q3 		$685K Hold
6,400
– – 0.42% 39
2015
Q2 		$743K Buy
6,400
+130
+2% +$15.3K 0.47% 35
2015
Q1 		$726K Sell
6,270
-1,534
-20% -$177K 0.48% 29
2014
Q4 		$895K Sell
7,804
-505
-6% -$56.6K 0.67% 24
2014
Q3 		$913K Hold
8,309
– – 0.69% 22
2014
Q2 		$915K Sell
8,309
-1,010
-11% -$107K 0.81% 18
2014
Q1 		$976K Sell
9,319
-1,900
-17% -$195K 0.94% 15
2013
Q4 		$1.16M Buy
+11,219
New +$1.11M 0.87% 15

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fort Point Capital Partners's IWB Position: Q1 2026 in Review

Fort Point Capital Partners reduced its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q1 2026, selling an estimated $422K and leaving 22,771 shares worth $8.12M. The position accounts for 0.98% of the portfolio, ranked #23.

Fort Point Capital Partners first reported a position in IWB in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.08M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Fort Point Capital Partners held 22,771 shares of iShares Russell 1000 ETF worth $8.12M as of Q1 2026.
  • Fort Point Capital Partners sold 1,132 iShares Russell 1000 ETF shares in Q1 2026, an estimated $422K.
  • iShares Russell 1000 ETF made up 0.98% of Fort Point Capital Partners's portfolio in Q1 2026, its #23 holding.
  • Fort Point Capital Partners first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 50 quarters since.
  • Fort Point Capital Partners's iShares Russell 1000 ETF position peaked at $9.08M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.