Highland Investment Advisors LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Highland Investment Advisors LLC’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	+3,607	New	+$1.01M	0.47%	30

Other funds holding IWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highland Investment Advisors LLC's IWM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 3,607 shares worth $1.08M. The stake represents 0.47% of the portfolio and ranks #30 among its holdings.

2,352 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Highland Investment Advisors LLC held 3,607 shares of iShares Russell 2000 ETF worth $1.08M as of Q2 2026.
iShares Russell 2000 ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Russell 2000 ETF made up 0.47% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #30 holding.
2,352 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.