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

Noble Family Wealth’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.67M Sell
25,619
-84
-0.3% -$17.6K 1.01% 21
2026
Q1 		$4.87M Hold
25,703
– – 1.01% 21
2025
Q4 		$4.66M Buy
25,703
+185
+0.7% +$33.2K 0.98% 21
2025
Q3 		$4.51M Sell
25,518
-15
-0.1% -$2.53K 0.99% 21
2025
Q2 		$4.03M Sell
25,533
-902
-3% -$134K 0.98% 21
2025
Q1 		$3.99M Hold
26,435
– – 1.1% 18
2024
Q4 		$4.33M Sell
26,435
-29
-0.1% -$4.95K 1.19% 18
2024
Q3 		$4.41M Hold
26,464
– – 1.19% 18
2024
Q2 		$4.03M Hold
26,464
– – 1.16% 18
2024
Q1 		$4.2M Sell
26,464
-209
-0.8% -$31.7K 1.2% 18
2023
Q4 		$4.14M Buy
26,673
+287
+1% +$39.8K 1.25% 18
2023
Q3 		$3.58M Sell
26,386
-193
-0.7% -$27.7K 1.21% 19
2023
Q2 		$3.74M Sell
26,579
-2,558
-9% -$346K 1.22% 20
2023
Q1 		$3.99M Buy
+29,137
New +$4.22M 1.36% 19

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Noble Family Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.33% in Q2 2026, selling an estimated $17.6K and leaving 25,619 shares worth $5.67M. The position accounts for 1.01% of the portfolio, ranked #21.

Noble Family Wealth first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Noble Family Wealth held 25,619 shares of iShares Russell 2000 Value ETF worth $5.67M as of Q2 2026.
  • Noble Family Wealth sold 84 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $17.6K.
  • iShares Russell 2000 Value ETF made up 1.01% of Noble Family Wealth's portfolio in Q2 2026, its #21 holding.
  • Noble Family Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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