Highline Wealth Partners
IWF icon

Highline Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Highline Wealth Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.13M Buy
48,918
+13,381
+38% +$1.64M 1.16% 25
2026
Q2 		$4.41M Buy
35,537
+10,553
+42% +$1.27M 0.9% 29
2026
Q1 		$2.66M Buy
24,984
+7,044
+39% +$800K 0.68% 34
2025
Q4 		$2.12M Buy
17,940
+2,504
+16% +$297K 0.6% 35
2025
Q3 		$1.81M Sell
15,436
-520
-3% -$57.9K 0.49% 41
2025
Q2 		$1.69M Sell
15,956
-8,596
-35% -$822K 0.5% 41
2025
Q1 		$2.22M Sell
24,552
-7,020
-22% -$693K 0.75% 34
2024
Q4 		$3.17M Buy
31,572
+2,380
+8% +$234K 1.04% 29
2024
Q3 		$2.74M Buy
29,192
+5,392
+23% +$489K 0.92% 29
2024
Q2 		$2.17M Buy
23,800
+14,912
+168% +$1.27M 0.82% 27
2024
Q1 		$749K Buy
+8,888
New +$716K 0.31% 63

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Highline Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 38% in Q3 2026, buying an estimated $1.64M and bringing the position to 48,918 shares worth $6.13M. The position accounts for 1.16% of the portfolio, ranked #25.

Highline Wealth Partners first reported a position in IWF in Q1 2024 and has held it in 11 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Highline Wealth Partners held 48,918 shares of iShares Russell 1000 Growth ETF worth $6.13M as of Q3 2026.
  • Highline Wealth Partners bought 13,381 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.64M.
  • iShares Russell 1000 Growth ETF made up 1.16% of Highline Wealth Partners's portfolio in Q3 2026, its #25 holding.
  • Highline Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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