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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
Q3 		$201K Hold
1,461
– – 0.09% 158
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

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Noble Wealth Management PBC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 1,461 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #158.

Noble Wealth Management PBC first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q3 2025. 10 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Noble Wealth Management PBC held 1,461 shares of iShares Russell Mid-Cap Growth ETF worth $201K as of Q3 2026.
  • Noble Wealth Management PBC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.09% of Noble Wealth Management PBC's portfolio in Q3 2026, its #158 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Russell Mid-Cap Growth ETF position peaked at $323K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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