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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
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Noble Wealth Management PBC held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 30 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Noble Wealth Management PBC first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.19K in Q4 2024. 400 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Noble Wealth Management PBC held 30 shares of iShares Russell 2000 Value ETF worth $6.64K as of Q2 2026.
  • Noble Wealth Management PBC left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #499 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's iShares Russell 2000 Value ETF position peaked at $9.19K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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