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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Noble Wealth Management PBC's IWM Position: Q2 2026 in Review

Noble Wealth Management PBC increased its iShares Russell 2000 ETF (IWM) stake by 40% in Q2 2026, buying an estimated $132K and bringing the position to 1,638 shares worth $492K. The position accounts for 0.22% of the portfolio, ranked #105.

Noble Wealth Management PBC first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Noble Wealth Management PBC held 1,638 shares of iShares Russell 2000 ETF worth $492K as of Q2 2026.
  • Noble Wealth Management PBC bought 470 iShares Russell 2000 ETF shares in Q2 2026, an estimated $132K.
  • iShares Russell 2000 ETF made up 0.22% of Noble Wealth Management PBC's portfolio in Q2 2026, its #105 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.