High Note Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

High Note Wealth’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	$218K	Hold	727	–	–	0.04%	117
2026 Q1	$180K	Hold	727	–	–	0.04%	114
2025 Q4	$179K	Hold	727	–	–	0.04%	112
2025 Q3	$176K	Sell	727 -4	-0.5%	-$918	0.04%	111
2025 Q2	$158K	Sell	731 -7	-0.9%	-$1.41K	0.04%	112
2025 Q1	$147K	Hold	738	–	–	0.04%	111
2024 Q4	$163K	Buy	+738	New	+$168K	0.04%	107

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

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

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

High Note Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 727 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #117.

High Note Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

High Note Wealth held 727 shares of iShares Russell 2000 ETF worth $218K as of Q2 2026.
High Note Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of High Note Wealth's portfolio in Q2 2026, its #117 holding.
High Note Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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