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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$127K	Hold	1,308	–	–	0.03%	132
2025 Q4	$126K	Hold	1,308	–	–	0.02%	131
2025 Q3	$126K	Sell	1,308 -102	-7%	-$9.67K	0.03%	126
2025 Q2	$130K	Sell	1,410 -152	-10%	-$13.1K	0.03%	123
2025 Q1	$133K	Hold	1,562	–	–	0.03%	114
2024 Q4	$138K	Buy	+1,562	New	+$142K	0.04%	114
2023 Q2	–	Sell	-3,375	Closed	-$236K	–	94
2023 Q1	$236K	Hold	3,375	–	–	0.1%	90
2022 Q4	$228K	Hold	3,375	–	–	0.1%	86
2022 Q3	$225K	Buy	+3,375	New	+$232K	0.09%	88

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Note Wealth's IWR Position: Q1 2026 in Review

High Note Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 1,308 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #132.

High Note Wealth first reported a position in IWR in Q3 2022 and has held it in 9 quarters since. The position peaked at $236K in Q1 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

High Note Wealth held 1,308 shares of iShares Russell Mid-Cap ETF worth $127K as of Q1 2026.
High Note Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.03% of High Note Wealth's portfolio in Q1 2026, its #132 holding.
High Note Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 9 quarters since.
High Note Wealth's iShares Russell Mid-Cap ETF position peaked at $236K in Q1 2023.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.