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Noble Wealth Management PBC’s iShares Russell 2000 ETF IWM Stock Holding History

Noble Wealth Management PBC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$411K Sell
1,478
-160
-10% -$47K 0.18% 111
2026
Q2 		$492K Buy
1,638
+470
+40% +$132K 0.22% 105
2026
Q1 		$290K Hold
1,168
– – 0.15% 122
2025
Q4 		$288K Sell
1,168
-50
-4% -$12.3K 0.14% 120
2025
Q3 		$295K Buy
+1,218
New +$279K 0.16% 115
2025
Q1 		$278K Hold
1,396
– – 0.19% 114
2024
Q4 		$308K Buy
+1,396
New +$318K 0.21% 99

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its iShares Russell 2000 ETF (IWM) stake by 9.8% in Q3 2026, selling an estimated $47K and leaving 1,478 shares worth $411K. The position accounts for 0.18% of the portfolio, ranked #111.

Noble Wealth Management PBC first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $492K in Q2 2026. 18 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Noble Wealth Management PBC held 1,478 shares of iShares Russell 2000 ETF worth $411K as of Q3 2026.
  • Noble Wealth Management PBC sold 160 iShares Russell 2000 ETF shares in Q3 2026, an estimated $47K.
  • iShares Russell 2000 ETF made up 0.18% of Noble Wealth Management PBC's portfolio in Q3 2026, its #111 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Russell 2000 ETF position peaked at $492K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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