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

Fort Point Capital Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Buy
5,565
+18
+0.3% +$3.94K 0.14% 88
2025
Q4 		$1.22M Sell
5,547
-306
-5% -$63.2K 0.14% 92
2025
Q3 		$1.19M Sell
5,853
-531
-8% -$106K 0.14% 96
2025
Q2 		$1.24M Sell
6,384
-35
-0.5% -$6.48K 0.09% 130
2025
Q1 		$1.21M Buy
6,419
+20
+0.3% +$3.81K 0.13% 108
2024
Q4 		$1.18M Buy
+6,399
New +$1.23M 0.13% 115
2019
Q1 		– Sell
-3,851
Closed -$428K – 130
2018
Q4 		$428K Buy
3,851
+91
+2% +$10.9K 0.17% 79
2018
Q3 		$476K Buy
3,760
+231
+7% +$29K 0.14% 81
2018
Q2 		$428K Sell
3,529
-539
-13% -$65.5K 0.14% 70
2018
Q1 		$488K Buy
4,068
+496
+14% +$61.8K 0.18% 79
2017
Q4 		$444K Hold
3,572
– – 0.21% 72
2017
Q3 		$423K Hold
3,572
– – 0.2% 82
2017
Q2 		$416K Buy
+3,572
New +$411K 0.23% 61
2017
Q1 		– Sell
-1,875
Closed -$210K – 109
2016
Q4 		$210K Sell
1,875
-1,556
-45% -$168K 0.11% 97
2016
Q3 		$362K Hold
3,431
– – 0.16% 89
2016
Q2 		$354K Buy
3,431
+600
+21% +$60.6K 0.17% 83
2016
Q1 		$280K Sell
2,831
-362
-11% -$33.9K 0.14% 84
2015
Q4 		$312K Buy
3,193
+699
+28% +$69.4K 0.16% 81
2015
Q3 		$233K Buy
2,494
+175
+8% +$17.4K 0.14% 68
2015
Q2 		$239K Sell
2,319
-545
-19% -$57.2K 0.15% 60
2015
Q1 		$295K Buy
2,864
+377
+15% +$39.1K 0.19% 46
2014
Q4 		$260K Buy
2,487
+10
+0.4% +$1.02K 0.19% 44
2014
Q3 		$248K Sell
2,477
-561
-18% -$56.8K 0.19% 51
2014
Q2 		$308K Buy
3,038
+754
+33% +$73.9K 0.27% 30
2014
Q1 		$220K Hold
2,284
– – 0.21% 40
2013
Q4 		$215K Buy
+2,284
New +$207K 0.16% 34

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fort Point Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q1 2026, buying an estimated $3.94K and bringing the position to 5,565 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #88.

Fort Point Capital Partners first reported a position in IWD in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.24M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Fort Point Capital Partners held 5,565 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q1 2026.
  • Fort Point Capital Partners bought 18 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.94K.
  • iShares Russell 1000 Value ETF made up 0.14% of Fort Point Capital Partners's portfolio in Q1 2026, its #88 holding.
  • Fort Point Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 26 quarters since.
  • Fort Point Capital Partners's iShares Russell 1000 Value ETF position peaked at $1.24M in Q2 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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