Noble Family Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Sell	16,825 -131	-0.8%	-$19.4K	0.51%	31
2025 Q4	$2.39M	Sell	16,956 -257	-1%	-$35.9K	0.5%	32
2025 Q3	$2.4M	Hold	17,213	–	–	0.53%	30
2025 Q2	$2.27M	Sell	17,213 -3,856	-18%	-$484K	0.56%	29
2025 Q1	$2.65M	Hold	21,069	–	–	0.73%	24
2024 Q4	$2.72M	Hold	21,069	–	–	0.75%	24
2024 Q3	$2.79M	Sell	21,069 -1,950	-8%	-$246K	0.75%	26
2024 Q2	$2.78M	Sell	23,019 -350	-1%	-$42.5K	0.8%	26
2024 Q1	$2.93M	Sell	23,369 -88	-0.4%	-$10.4K	0.83%	25
2023 Q4	$2.73M	Sell	23,457 -271	-1%	-$28.9K	0.83%	27
2023 Q3	$2.48M	Sell	23,728 -385	-2%	-$42.4K	0.83%	26
2023 Q2	$2.65M	Sell	24,113 -881	-4%	-$92.8K	0.86%	27
2023 Q1	$2.65M	Buy	+24,994	New	+$2.73M	0.91%	27

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Noble Family Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.77% in Q1 2026, selling an estimated $19.4K and leaving 16,825 shares worth $2.45M. The position accounts for 0.51% of the portfolio, ranked #31.

Noble Family Wealth first reported a position in IWS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.93M in Q1 2024. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Noble Family Wealth held 16,825 shares of iShares Russell Mid-Cap Value ETF worth $2.45M as of Q1 2026.
Noble Family Wealth sold 131 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $19.4K.
iShares Russell Mid-Cap Value ETF made up 0.51% of Noble Family Wealth's portfolio in Q1 2026, its #31 holding.
Noble Family Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's iShares Russell Mid-Cap Value ETF position peaked at $2.93M in Q1 2024.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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