Noble Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Noble Family Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$838K	Hold	3,381	–	–	0.17%	45
2025 Q4	$832K	Hold	3,381	–	–	0.18%	46
2025 Q3	$818K	Sell	3,381 -28	-0.8%	-$6.42K	0.18%	46
2025 Q2	$736K	Buy	3,409 +1,295	+61%	+$261K	0.18%	46
2025 Q1	$422K	Sell	2,114 -46	-2%	-$9.98K	0.12%	53
2024 Q4	$477K	Hold	2,160	–	–	0.13%	51
2024 Q3	$477K	Hold	2,160	–	–	0.13%	53
2024 Q2	$438K	Hold	2,160	–	–	0.13%	51
2024 Q1	$454K	Hold	2,160	–	–	0.13%	51
2023 Q4	$434K	Hold	2,160	–	–	0.13%	53
2023 Q3	$382K	Hold	2,160	–	–	0.13%	52
2023 Q2	$405K	Hold	2,160	–	–	0.13%	52
2023 Q1	$385K	Buy	+2,160	New	+$398K	0.13%	53

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Noble Family Wealth's IWM Position: Q1 2026 in Review

Noble Family Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,381 shares worth $838K. The position accounts for 0.17% of the portfolio, ranked #45.

Noble Family Wealth first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Noble Family Wealth held 3,381 shares of iShares Russell 2000 ETF worth $838K as of Q1 2026.
Noble Family Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.17% of Noble Family Wealth's portfolio in Q1 2026, its #45 holding.
Noble Family Wealth first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.