Highline Wealth Partners
IWN icon

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

Highline Wealth Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.26K Hold
44
– – ﹤0.01% 726
2026
Q2 		$9.8K Hold
44
– – ﹤0.01% 610
2026
Q1 		$8.38K Hold
44
– – ﹤0.01% 527
2025
Q4 		$8.01K Hold
44
– – ﹤0.01% 446
2025
Q3 		$7.82K Buy
+44
New +$7.43K ﹤0.01% 462

Other funds holding IWN

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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Hillcrest Wealth Advisors
Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

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

Highline Wealth Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 44 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Highline Wealth Partners first reported a position in IWN in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.8K in Q2 2026. 285 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Highline Wealth Partners held 44 shares of iShares Russell 2000 Value ETF worth $9.26K as of Q3 2026.
  • Highline Wealth Partners left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #726 holding.
  • Highline Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's iShares Russell 2000 Value ETF position peaked at $9.8K in Q2 2026.
  • 285 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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