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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.