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

Noble Wealth Management PBC’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.28K Hold
30
– – ﹤0.01% 507
2026
Q2 		$6.64K Hold
30
– – ﹤0.01% 499
2026
Q1 		$5.69K Hold
30
– – ﹤0.01% 497
2025
Q4 		$5.44K Hold
30
– – ﹤0.01% 517
2025
Q3 		$5.3K Buy
+30
New +$5.07K ﹤0.01% 484
2025
Q1 		$4.53K Sell
30
-26
-46% -$4.2K ﹤0.01% 447
2024
Q4 		$9.19K Buy
+56
New +$9.56K 0.01% 353

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

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

Noble Wealth Management PBC held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 30 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Noble Wealth Management PBC first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.19K in Q4 2024. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Noble Wealth Management PBC held 30 shares of iShares Russell 2000 Value ETF worth $6.28K as of Q3 2026.
  • Noble Wealth Management PBC left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #507 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Russell 2000 Value ETF position peaked at $9.19K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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