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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-83	Closed	-$11.6K	–	1335
2025 Q4	$11.6K	Sell	83 -45	-35%	-$6.29K	﹤0.01%	366
2025 Q3	$17.9K	Hold	128	–	–	﹤0.01%	295
2025 Q2	$16.9K	Buy	128 +1	+0.8%	+$125	0.01%	253
2025 Q1	$16K	Hold	127	–	–	0.01%	232
2024 Q4	$16.4K	Buy	127 +1	+0.8%	+$134	0.01%	195
2024 Q3	$16.7K	Hold	126	–	–	0.01%	202
2024 Q2	$15.2K	Buy	126 +1	+0.8%	+$122	0.01%	184
2024 Q1	$15.7K	Hold	125	–	–	0.01%	188
2023 Q4	$14.5K	Buy	+125	New	+$13.3K	0.01%	178

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Highline Wealth Partners's IWS Position: Q1 2026 in Review

Highline Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 83 shares — an estimated $11.6K sold.

Highline Wealth Partners first reported a position in IWS in Q4 2023 and held it in 9 quarters. The position peaked at $17.9K in Q3 2025. 996 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Highline Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Highline Wealth Partners sold 83 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $11.6K.
Highline Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and held it in 9 quarters.
Highline Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $17.9K in Q3 2025.
996 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.