Highline Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Highline Wealth Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.4K	Hold	738	–	–	0.02%	189
2026 Q1	$71.8K	Sell	738 -1	-0.1%	-$100	0.02%	137
2025 Q4	$71.1K	Sell	739 -153	-17%	-$14.7K	0.02%	117
2025 Q3	$86.1K	Buy	892 +154	+21%	+$14.6K	0.02%	129
2025 Q2	$67.9K	Hold	738	–	–	0.02%	129
2025 Q1	$62.8K	Buy	738 +272	+58%	+$24.3K	0.02%	119
2024 Q4	$41.2K	Hold	466	–	–	0.01%	140
2024 Q3	$41.1K	Sell	466 -324	-41%	-$27.3K	0.01%	139
2024 Q2	$64.1K	Buy	790 +466	+144%	+$37.9K	0.02%	119
2024 Q1	$27.2K	Buy	324 +60	+23%	+$4.75K	0.01%	159
2023 Q4	$20.5K	Hold	264	–	–	0.01%	160
2023 Q3	$18.3K	Buy	+264	New	+$19.3K	0.01%	151

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Highline Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 738 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #189.

Highline Wealth Partners first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. The position peaked at $86.1K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Highline Wealth Partners held 738 shares of iShares Russell Mid-Cap ETF worth $81.4K as of Q2 2026.
Highline Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #189 holding.
Highline Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Highline Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $86.1K in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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