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Highline Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Highline Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.9K Sell
329
-4
-1% -$1.12K 0.02% 169
2026
Q1 		$82.5K Sell
333
-436
-57% -$112K 0.02% 129
2025
Q4 		$189K Sell
769
-150
-16% -$36.9K 0.05% 66
2025
Q3 		$222K Buy
919
+598
+186% +$137K 0.06% 98
2025
Q2 		$69.2K Buy
321
+11
+4% +$2.21K 0.02% 124
2025
Q1 		$61.9K Buy
310
+210
+210% +$45.6K 0.02% 121
2024
Q4 		$22.1K Hold
100
– – 0.01% 176
2024
Q3 		$22.1K Sell
100
-74
-43% -$15.8K 0.01% 182
2024
Q2 		$35.3K Buy
174
+41
+31% +$8.29K 0.01% 145
2024
Q1 		$28K Buy
+133
New +$26.5K 0.01% 158

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Highline Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $1.12K and leaving 329 shares worth $98.9K. The position accounts for 0.02% of the portfolio, ranked #169.

Highline Wealth Partners first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $222K in Q3 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Highline Wealth Partners held 329 shares of iShares Russell 2000 ETF worth $98.9K as of Q2 2026.
  • Highline Wealth Partners sold 4 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.12K.
  • iShares Russell 2000 ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Highline Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Highline Wealth Partners's iShares Russell 2000 ETF position peaked at $222K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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