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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
Q2 		$8.44M Sell
21,418
-50
-0.2% -$18.2K 1.51% 18
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Noble Family Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.23% in Q2 2026, selling an estimated $18.2K and leaving 21,418 shares worth $8.44M. The position accounts for 1.51% of the portfolio, ranked #18.

Noble Family Wealth first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Noble Family Wealth held 21,418 shares of iShares Russell 2000 Growth ETF worth $8.44M as of Q2 2026.
  • Noble Family Wealth sold 50 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Russell 2000 Growth ETF made up 1.51% of Noble Family Wealth's portfolio in Q2 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 14 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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