High Note Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.37K	Hold	64	–	–	﹤0.01%	422
2026 Q1	$8.2K	Hold	64	–	–	﹤0.01%	413
2025 Q4	$8.76K	Hold	64	–	–	﹤0.01%	365
2025 Q3	$9.11K	Sell	64 -45	-41%	-$6.36K	﹤0.01%	326
2025 Q2	$15.1K	Buy	109 +57	+110%	+$7.21K	﹤0.01%	266
2025 Q1	$6.11K	Hold	52	–	–	﹤0.01%	360
2024 Q4	$6.59K	Buy	+52	New	+$6.61K	﹤0.01%	361

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

High Note Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 64 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

High Note Wealth first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

High Note Wealth held 64 shares of iShares Russell Mid-Cap Growth ETF worth $9.37K as of Q2 2026.
High Note Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #422 holding.
High Note Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
High Note Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $15.1K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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