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Noble Family Wealth’s iShares Micro-Cap ETF IWC Stock Holding History

Noble Family Wealth’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Hold
20,998
– – 0.75% 22
2026
Q1 		$3.35M Sell
20,998
-329
-2% -$54.6K 0.69% 23
2025
Q4 		$3.36M Buy
21,327
+517
+2% +$80.4K 0.71% 24
2025
Q3 		$3.1M Sell
20,810
-77
-0.4% -$10.7K 0.68% 24
2025
Q2 		$2.67M Buy
20,887
+3,418
+20% +$395K 0.65% 24
2025
Q1 		$1.94M Sell
17,469
-1,418
-8% -$177K 0.53% 30
2024
Q4 		$2.47M Sell
18,887
-1,672
-8% -$218K 0.68% 27
2024
Q3 		$2.54M Sell
20,559
-2,174
-10% -$263K 0.68% 27
2024
Q2 		$2.59M Sell
22,733
-583
-3% -$67.2K 0.75% 27
2024
Q1 		$2.83M Sell
23,316
-5,196
-18% -$597K 0.8% 26
2023
Q4 		$3.31M Sell
28,512
-338
-1% -$34.3K 1% 22
2023
Q3 		$2.89M Sell
28,850
-1,915
-6% -$207K 0.97% 25
2023
Q2 		$3.36M Sell
30,765
-2,223
-7% -$233K 1.09% 22
2023
Q1 		$3.45M Buy
+32,988
New +$3.7M 1.18% 22

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Noble Family Wealth's IWC Position: Q2 2026 in Review

Noble Family Wealth held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 20,998 shares worth $4.2M. The position accounts for 0.75% of the portfolio, ranked #22.

Noble Family Wealth first reported a position in IWC in Q1 2023 and has held it in 14 quarters since. 115 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Noble Family Wealth held 20,998 shares of iShares Micro-Cap ETF worth $4.2M as of Q2 2026.
  • Noble Family Wealth left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.75% of Noble Family Wealth's portfolio in Q2 2026, its #22 holding.
  • Noble Family Wealth first reported a position in iShares Micro-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.