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Noble Family Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Noble Family Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9M Sell
82,217
-558
-0.7% -$130K 3.57% 11
2026
Q1 		$17.7M Sell
82,775
-1,548
-2% -$339K 3.65% 11
2025
Q4 		$17.7M Sell
84,323
-569
-0.7% -$118K 3.74% 11
2025
Q3 		$17.3M Sell
84,892
-25
-0% -$4.97K 3.81% 11
2025
Q2 		$16.5M Buy
84,917
+1,946
+2% +$360K 4.03% 10
2025
Q1 		$15.6M Sell
82,971
-1,781
-2% -$339K 4.3% 9
2024
Q4 		$15.6M Sell
84,752
-273
-0.3% -$52.4K 4.31% 9
2024
Q3 		$16.1M Buy
85,025
+12
+0% +$2.19K 4.34% 9
2024
Q2 		$14.8M Sell
85,013
-287
-0.3% -$50.2K 4.27% 9
2024
Q1 		$15.3M Sell
85,300
-274
-0.3% -$46.4K 4.35% 9
2023
Q4 		$14.1M Sell
85,574
-1,577
-2% -$244K 4.28% 9
2023
Q3 		$13.2M Sell
87,151
-1,635
-2% -$259K 4.46% 8
2023
Q2 		$14M Sell
88,786
-666
-0.7% -$102K 4.56% 8
2023
Q1 		$13.6M Buy
+89,452
New +$13.8M 4.65% 8

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Noble Family Wealth's IWD Position: Q2 2026 in Review

Noble Family Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.67% in Q2 2026, selling an estimated $130K and leaving 82,217 shares worth $19.9M. The position accounts for 3.57% of the portfolio, ranked #11.

Noble Family Wealth first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. 1,119 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Noble Family Wealth held 82,217 shares of iShares Russell 1000 Value ETF worth $19.9M as of Q2 2026.
  • Noble Family Wealth sold 558 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $130K.
  • iShares Russell 1000 Value ETF made up 3.57% of Noble Family Wealth's portfolio in Q2 2026, its #11 holding.
  • Noble Family Wealth first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,119 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.