HWP
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Highline Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Highline Wealth Partners’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
+1,642
New +$226K 0.05% 98
2025
Q4 		– Sell
-101
Closed -$14.1K – 1071
2025
Q3 		$14.4K Buy
+101
New +$14.3K ﹤0.01% 347

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Highline Wealth Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,642 shares worth $240K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in IWP as recently as Q3 2025.

Highline Wealth Partners first reported a position in IWP in Q3 2025 and has held it in 2 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Highline Wealth Partners held 1,642 shares of iShares Russell Mid-Cap Growth ETF worth $240K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Highline Wealth Partners position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Highline Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Highline Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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