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 Q2	$1.35M	Buy	5,580 +15	+0.3%	+$3.49K	0.09%	93
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Fort Point Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.27% in Q2 2026, buying an estimated $3.49K and bringing the position to 5,580 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #93.

Fort Point Capital Partners first reported a position in IWD in Q4 2013 and has held it in 27 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fort Point Capital Partners held 5,580 shares of iShares Russell 1000 Value ETF worth $1.35M as of Q2 2026.
Fort Point Capital Partners bought 15 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.49K.
iShares Russell 1000 Value ETF made up 0.09% of Fort Point Capital Partners's portfolio in Q2 2026, its #93 holding.
Fort Point Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 27 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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