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Fort Point Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Fort Point Capital Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$34.9K – 285
2022
Q4 		$34.9K Buy
+200
New +$35.6K 0.01% 268
2020
Q3 		– Sell
-200
Closed -$29K – 148
2020
Q2 		$29K Buy
+200
New +$26.2K 0.01% 132

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Fort Point Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q1 2026, selling an estimated $11.3K and leaving 6,285 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #77.

Fort Point Capital Partners first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.45M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Fort Point Capital Partners held 6,285 shares of iShares Russell 2000 ETF worth $1.56M as of Q1 2026.
  • Fort Point Capital Partners sold 44 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.3K.
  • iShares Russell 2000 ETF made up 0.19% of Fort Point Capital Partners's portfolio in Q1 2026, its #77 holding.
  • Fort Point Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
  • Fort Point Capital Partners's iShares Russell 2000 ETF position peaked at $7.45M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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