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

Fort Point Capital Partners’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326K	Sell	3,052 -1,300	-30%	-$148K	0.04%	180
2025 Q4	$512K	Hold	4,352	–	–	0.06%	147
2025 Q3	$510K	Hold	4,352	–	–	0.06%	143
2025 Q2	$462K	Sell	4,352 -112	-3%	-$10.7K	0.03%	232
2025 Q1	$403K	Buy	4,464 +16	+0.4%	+$1.58K	0.04%	228
2024 Q4	$446K	Buy	4,448 +1,300	+41%	+$128K	0.05%	219
2024 Q3	$295K	Sell	3,148 -120	-4%	-$10.9K	0.04%	242
2024 Q2	$298K	Hold	3,268	–	–	0.04%	256
2024 Q1	$275K	Hold	3,268	–	–	0.04%	270
2023 Q4	$248K	Buy	+3,268	New	+$231K	0.04%	264
2022 Q2	–	Sell	-3,628	Closed	-$252K	–	286
2022 Q1	$252K	Hold	3,628	–	–	0.04%	246
2021 Q4	$277K	Hold	3,628	–	–	0.04%	231
2021 Q3	$249K	Hold	3,628	–	–	0.04%	214
2021 Q2	$246K	Hold	3,628	–	–	0.05%	145
2021 Q1	$220K	Sell	3,628 -580	-14%	-$35.3K	0.05%	142
2020 Q4	$254K	Sell	4,208 -720	-15%	-$41K	0.06%	124
2020 Q3	$267K	Hold	4,928	–	–	0.07%	117
2020 Q2	$236K	Buy	+4,928	New	+$217K	0.07%	114
2019 Q1	–	Sell	-8,684	Closed	-$284K	–	131
2018 Q4	$284K	Hold	8,684	–	–	0.11%	116
2018 Q3	$339K	Buy	8,684 +1,000	+13%	+$37.9K	0.1%	109
2018 Q2	$276K	Buy	7,684 +20	+0.3%	+$706	0.09%	100
2018 Q1	$261K	Buy	7,664 +1,628	+27%	+$57.1K	0.1%	125
2017 Q4	$203K	Buy	+6,036	New	+$198K	0.09%	124
2014 Q2	–	Sell	-10,292	Closed	-$223K	–	42
2014 Q1	$223K	Hold	10,292	–	–	0.22%	39
2013 Q4	$221K	Buy	+10,292	New	+$211K	0.17%	33

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fort Point Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q1 2026, selling an estimated $148K and leaving 3,052 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #180.

Fort Point Capital Partners first reported a position in IWF in Q4 2013 and has held it in 25 quarters since. The position peaked at $512K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Fort Point Capital Partners held 3,052 shares of iShares Russell 1000 Growth ETF worth $326K as of Q1 2026.
Fort Point Capital Partners sold 1,300 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $148K.
iShares Russell 1000 Growth ETF made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #180 holding.
Fort Point Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 25 quarters since.
Fort Point Capital Partners's iShares Russell 1000 Growth ETF position peaked at $512K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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