Noble Wealth Management PBC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Noble Wealth Management PBC’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$108K	Buy	758 +33	+5%	+$4.58K	0.05%	206
2026 Q2	$99.7K	Hold	725	–	–	0.04%	214
2026 Q1	$82K	Hold	725	–	–	0.04%	215
2025 Q4	$89.4K	Sell	725 -25	-3%	-$3.06K	0.04%	205
2025 Q3	$90.5K	Buy	+750	New	+$86.3K	0.05%	190
2025 Q1	$74.3K	Hold	800	–	–	0.05%	181
2024 Q4	$81.2K	Buy	+800	New	+$79.8K	0.06%	169

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Noble Wealth Management PBC's IVW Position: Q3 2026 in Review

Noble Wealth Management PBC increased its iShares S&P 500 Growth ETF (IVW) stake by 4.6% in Q3 2026, buying an estimated $4.58K and bringing the position to 758 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #206.

Noble Wealth Management PBC first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Noble Wealth Management PBC held 758 shares of iShares S&P 500 Growth ETF worth $108K as of Q3 2026.
Noble Wealth Management PBC bought 33 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $4.58K.
iShares S&P 500 Growth ETF made up 0.05% of Noble Wealth Management PBC's portfolio in Q3 2026, its #206 holding.
Noble Wealth Management PBC first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.