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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Sell	2,648 -50	-2%	-$5.26K	0.13%	133
2026 Q1	$262K	Hold	2,698	–	–	0.13%	131
2025 Q4	$260K	Sell	2,698 -328	-11%	-$31.5K	0.13%	126
2025 Q3	$292K	Buy	+3,026	New	+$287K	0.16%	117
2025 Q1	$262K	Hold	3,076	–	–	0.18%	117
2024 Q4	$272K	Buy	+3,076	New	+$279K	0.19%	108

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $5.26K and leaving 2,648 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #133.

Noble Wealth Management PBC first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q3 2025. 810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Noble Wealth Management PBC held 2,648 shares of iShares Russell Mid-Cap ETF worth $292K as of Q2 2026.
Noble Wealth Management PBC sold 50 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.26K.
iShares Russell Mid-Cap ETF made up 0.13% of Noble Wealth Management PBC's portfolio in Q2 2026, its #133 holding.
Noble Wealth Management PBC first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares Russell Mid-Cap ETF position peaked at $292K in Q3 2025.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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