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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
Q2 		$9.78K 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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Highline Wealth Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 44 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Highline Wealth Partners first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Highline Wealth Partners held 44 shares of iShares Russell 2000 Value ETF worth $9.78K as of Q2 2026.
  • Highline Wealth Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #610 holding.
  • Highline Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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