Noble Wealth Management PBC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Sell	1,461 -50	-3%	-$6.89K	0.1%	156
2026 Q1	$194K	Sell	1,511 -9	-0.6%	-$1.22K	0.1%	147
2025 Q4	$208K	Sell	1,520 -750	-33%	-$105K	0.1%	143
2025 Q3	$323K	Buy	+2,270	New	+$321K	0.17%	111
2025 Q1	$282K	Hold	2,404	–	–	0.19%	113
2024 Q4	$305K	Buy	+2,404	New	+$306K	0.21%	100

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.3% in Q2 2026, selling an estimated $6.89K and leaving 1,461 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #156.

Noble Wealth Management PBC first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q3 2025. 578 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Noble Wealth Management PBC held 1,461 shares of iShares Russell Mid-Cap Growth ETF worth $214K as of Q2 2026.
Noble Wealth Management PBC sold 50 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.89K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Noble Wealth Management PBC's portfolio in Q2 2026, its #156 holding.
Noble Wealth Management PBC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares Russell Mid-Cap Growth ETF position peaked at $323K in Q3 2025.
578 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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