Fort Point Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.42M	Buy	35,152 +4,153	+13%	+$415K	0.41%	45
2025 Q4	$3.13M	Sell	30,999 -13,044	-30%	-$1.25M	0.35%	49
2025 Q3	$4.25M	Buy	44,043 +1,133	+3%	+$107K	0.5%	42
2025 Q2	$3.95M	Sell	42,910 -11,492	-21%	-$993K	0.28%	55
2025 Q1	$4.63M	Buy	54,402 +16,051	+42%	+$1.43M	0.51%	44
2024 Q4	$3.39M	Sell	38,351 -2,815	-7%	-$256K	0.37%	54
2024 Q3	$3.63M	Sell	41,166 -1,349	-3%	-$114K	0.45%	41
2024 Q2	$3.45M	Buy	42,515 +1,537	+4%	+$125K	0.44%	41
2024 Q1	$3.45M	Sell	40,978 -726	-2%	-$57.5K	0.46%	40
2023 Q4	$3.24M	Buy	41,704 +1,012	+2%	+$71.9K	0.46%	38
2023 Q3	$2.82M	Sell	40,692 -531	-1%	-$38.7K	0.43%	37
2023 Q2	$3.01M	Buy	41,223 +16,432	+66%	+$1.14M	0.42%	41
2023 Q1	$1.73M	Buy	24,791 +14,853	+149%	+$1.05M	0.26%	71
2022 Q4	$670K	Buy	+9,938	New	+$670K	0.1%	133
2020 Q2	–	Sell	-6,857	Closed	-$296K	–	138
2020 Q1	$296K	Hold	6,857	–	–	0.13%	76
2019 Q4	$409K	Buy	6,857 +1,264	+23%	+$72.6K	0.15%	84
2019 Q3	$313K	Hold	5,593	–	–	0.12%	92
2019 Q2	$312K	Buy	+5,593	New	+$307K	0.12%	77
2018 Q4	–	Sell	-3,860	Closed	-$213K	–	161
2018 Q3	$213K	Buy	+3,860	New	+$212K	0.06%	145
2018 Q2	–	Sell	-4,852	Closed	-$250K	–	143
2018 Q1	$250K	Buy	+4,852	New	+$256K	0.09%	130

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Fort Point Capital Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, buying an estimated $415K and bringing the position to 35,152 shares worth $3.42M. The position accounts for 0.41% of the portfolio, ranked #45.

Fort Point Capital Partners first reported a position in IWR in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.63M in Q1 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Fort Point Capital Partners held 35,152 shares of iShares Russell Mid-Cap ETF worth $3.42M as of Q1 2026.
Fort Point Capital Partners bought 4,153 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $415K.
iShares Russell Mid-Cap ETF made up 0.41% of Fort Point Capital Partners's portfolio in Q1 2026, its #45 holding.
Fort Point Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 20 quarters since.
Fort Point Capital Partners's iShares Russell Mid-Cap ETF position peaked at $4.63M in Q1 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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