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 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%	-$6.47K	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 Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Highline Wealth Partners's IWD Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q2 2026, selling an estimated $70.1K and leaving 1,704 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #80.

Highline Wealth Partners first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.55M in Q3 2023. 395 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Highline Wealth Partners held 1,704 shares of iShares Russell 1000 Value ETF worth $413K as of Q2 2026.
Highline Wealth Partners sold 301 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $70.1K.
iShares Russell 1000 Value ETF made up 0.08% of Highline Wealth Partners's portfolio in Q2 2026, its #80 holding.
Highline Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
Highline Wealth Partners's iShares Russell 1000 Value ETF position peaked at $5.55M in Q3 2023.
395 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.