HWP
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Highline Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Highline Wealth Partners’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$3.18K – 1475
2026
Q1 		$3.18K Hold
10
– – ﹤0.01% 873
2025
Q4 		$3.43K Hold
10
– – ﹤0.01% 679
2025
Q3 		$3.33K Hold
10
– – ﹤0.01% 707
2025
Q2 		$3.04K Buy
+10
New +$2.79K ﹤0.01% 557

Other funds holding OEF

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Highline Wealth Partners sold out of iShares S&P 100 ETF (OEF) in Q2 2026, closing a stake of 10 shares — an estimated $3.18K sold.

Highline Wealth Partners first reported a position in OEF in Q2 2025 and held it in 4 quarters. The position peaked at $3.43K in Q4 2025. 213 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Highline Wealth Partners reported no remaining iShares S&P 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 10 iShares S&P 100 ETF shares in Q2 2026, an estimated $3.18K.
  • Highline Wealth Partners first reported a position in iShares S&P 100 ETF in Q2 2025 and held it in 4 quarters.
  • Highline Wealth Partners's iShares S&P 100 ETF position peaked at $3.43K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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