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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
Q3 		$283K Hold
2,648
– – 0.13% 136
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

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Noble Wealth Management PBC held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,648 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #136.

Noble Wealth Management PBC first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2025. 13 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Noble Wealth Management PBC held 2,648 shares of iShares Russell Mid-Cap ETF worth $283K as of Q3 2026.
  • Noble Wealth Management PBC left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.13% of Noble Wealth Management PBC's portfolio in Q3 2026, its #136 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Russell Mid-Cap ETF position peaked at $292K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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