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
2025 Q3	–	Sell	-26,000	Closed	-$105M	–	264
2025 Q2	$105M	Buy	+26,000	New	+$5.23M	7.6%	3
2023 Q1	–	Sell	-26,600	Closed	-$4.64M	–	286
2022 Q4	$4.64M	Buy	26,600 +100	+0.4%	+$17.8K	0.72%	37
2022 Q3	$4.37M	Buy	+26,500	New	+$4.83M	0.73%	40
2020 Q2	–	Sell	-100	Closed	-$11K	–	137
2020 Q1	$11K	Buy	+100	New	+$14.9K	﹤0.01%	110

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fort Point Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q2 2026, buying an estimated $2.53K and bringing the position to 6,294 shares worth $1.89M. The position accounts for 0.13% of the portfolio, ranked #79.

Fort Point Capital Partners first reported a position in IWM in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.45M in Q2 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fort Point Capital Partners held 6,294 shares of iShares Russell 2000 ETF worth $1.89M as of Q2 2026.
Fort Point Capital Partners bought 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
iShares Russell 2000 ETF made up 0.13% of Fort Point Capital Partners's portfolio in Q2 2026, its #79 holding.
Fort Point Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 51 quarters since.
Fort Point Capital Partners's iShares Russell 2000 ETF position peaked at $7.45M in Q2 2023.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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