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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.74M	Hold	21,468	–	–	1.39%	18
2025 Q4	$6.93M	Buy	21,468 +500	+2%	+$163K	1.46%	17
2025 Q3	$6.71M	Hold	20,968	–	–	1.48%	17
2025 Q2	$5.99M	Buy	20,968 +780	+4%	+$205K	1.46%	17
2025 Q1	$5.16M	Sell	20,188 -66	-0.3%	-$18.6K	1.42%	17
2024 Q4	$5.84M	Hold	20,254	–	–	1.61%	17
2024 Q3	$5.75M	Hold	20,254	–	–	1.55%	17
2024 Q2	$5.32M	Hold	20,254	–	–	1.53%	17
2024 Q1	$5.48M	Sell	20,254 -6	-0%	-$1.53K	1.56%	17
2023 Q4	$5.11M	Hold	20,260	–	–	1.55%	17
2023 Q3	$4.54M	Sell	20,260 -162	-0.8%	-$38.8K	1.53%	17
2023 Q2	$4.96M	Sell	20,422 -11	-0.1%	-$2.52K	1.61%	17
2023 Q1	$4.63M	Buy	+20,433	New	+$4.67M	1.58%	17

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Noble Family Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 21,468 shares worth $6.74M. The position accounts for 1.39% of the portfolio, ranked #18.

Noble Family Wealth first reported a position in IWO in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.93M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Noble Family Wealth held 21,468 shares of iShares Russell 2000 Growth ETF worth $6.74M as of Q1 2026.
Noble Family Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 1.39% of Noble Family Wealth's portfolio in Q1 2026, its #18 holding.
Noble Family Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's iShares Russell 2000 Growth ETF position peaked at $6.93M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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