High Note Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

High Note Wealth’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Hold	1,100	–	–	0.02%	144
2026 Q1	$117K	Hold	1,100	–	–	0.02%	139
2025 Q4	$130K	Hold	1,100	–	–	0.03%	129
2025 Q3	$129K	Hold	1,100	–	–	0.03%	125
2025 Q2	$117K	Hold	1,100	–	–	0.03%	127
2025 Q1	$99.3K	Hold	1,100	–	–	0.02%	124
2024 Q4	$110K	Buy	+1,100	New	+$108K	0.03%	122

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

High Note Wealth's IWF Position: Q2 2026 in Review

High Note Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,100 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #144.

High Note Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

High Note Wealth held 1,100 shares of iShares Russell 1000 Growth ETF worth $137K as of Q2 2026.
High Note Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of High Note Wealth's portfolio in Q2 2026, its #144 holding.
High Note Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.