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

High Note Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17
Closed -$4.86K – 937
2025
Q2 		$4.86K Buy
+17
New +$4.47K ﹤0.01% 431

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

High Note Wealth's IWO Position: Q3 2025 in Review

High Note Wealth sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2025, closing a stake of 17 shares — an estimated $4.86K sold.

High Note Wealth first reported a position in IWO in Q2 2025 and held it in 1 quarter. The position peaked at $4.86K in Q2 2025. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • High Note Wealth reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 17 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $4.86K.
  • High Note Wealth first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and held it in 1 quarter.
  • High Note Wealth's iShares Russell 2000 Growth ETF position peaked at $4.86K in Q2 2025.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.