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iShares Russell Midcap Index Fund shares owned by High Note Wealth

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by High Note Wealth from 13F filings

Historical chart of High Note Wealth investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by High Note Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $126k 1.3k 96.55
2025-06-30 $130k 1.4k 91.97
2025-03-31 $133k 1.6k 85.07
2023-03-31 $236k 3.4k 69.92
2022-12-31 $228k 3.4k 67.45
2022-09-30 $225k 3.4k 66.67

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank
Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund