Fort Point Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-999	Closed	-$211K	–	329
2025 Q1	$211K	Hold	999	–	–	0.02%	300
2024 Q4	$235K	Hold	999	–	–	0.03%	282
2024 Q3	$220K	Hold	999	–	–	0.03%	271
2024 Q2	$214K	Buy	+999	New	+$199K	0.03%	295

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Fort Point Capital Partners's IWY Position: Q2 2025 in Review

Fort Point Capital Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 999 shares — an estimated $211K sold.

Fort Point Capital Partners first reported a position in IWY in Q2 2024 and held it in 4 quarters. The position peaked at $235K in Q4 2024. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Fort Point Capital Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
Fort Point Capital Partners sold 999 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $211K.
Fort Point Capital Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 4 quarters.
Fort Point Capital Partners's iShares Russell Top 200 Growth ETF position peaked at $235K in Q4 2024.
574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Fort Point Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.