Highline Wealth Partners
IWD icon

Highline Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Highline Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$439K Buy
1,769
+65
+4% +$16.4K 0.08% 83
2026
Q2 		$413K Sell
1,704
-301
-15% -$70.1K 0.08% 80
2026
Q1 		$429K Buy
2,005
+287
+17% +$62.9K 0.11% 62
2025
Q4 		$361K Buy
1,718
+6
+0.4% +$1.24K 0.1% 55
2025
Q3 		$348K Buy
1,712
+6
+0.4% +$1.19K 0.09% 83
2025
Q2 		$331K Buy
1,706
+6
+0.4% +$1.11K 0.1% 82
2025
Q1 		$320K Sell
1,700
-34
-2% -$6.48K 0.11% 80
2024
Q4 		$321K Sell
1,734
-123
-7% -$23.6K 0.1% 83
2024
Q3 		$352K Sell
1,857
-123
-6% -$22.4K 0.12% 85
2024
Q2 		$345K Buy
1,980
+7
+0.4% +$1.22K 0.13% 85
2024
Q1 		$353K Sell
1,973
-984
-33% -$166K 0.14% 86
2023
Q4 		$489K Sell
2,957
-33,593
-92% -$5.19M 0.24% 77
2023
Q3 		$5.55M Buy
+36,550
New +$5.8M 3.43% 9

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Highline Wealth Partners's IWD Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 3.8% in Q3 2026, buying an estimated $16.4K and bringing the position to 1,769 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #83.

Highline Wealth Partners first reported a position in IWD in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.55M in Q3 2023. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Highline Wealth Partners held 1,769 shares of iShares Russell 1000 Value ETF worth $439K as of Q3 2026.
  • Highline Wealth Partners bought 65 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $16.4K.
  • iShares Russell 1000 Value ETF made up 0.08% of Highline Wealth Partners's portfolio in Q3 2026, its #83 holding.
  • Highline Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 13 quarters since.
  • Highline Wealth Partners's iShares Russell 1000 Value ETF position peaked at $5.55M in Q3 2023.
  • 663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.