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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,740 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.
  • 2,740 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.