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

Noble Wealth Management PBC’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
Q3 		$75.6K Sell
305
-15
-5% -$3.79K 0.03% 236
2026
Q2 		$77.6K Sell
320
-60
-16% -$14K 0.03% 238
2026
Q1 		$81.2K Sell
380
-20
-5% -$4.38K 0.04% 217
2025
Q4 		$84.1K Hold
400
– – 0.04% 208
2025
Q3 		$81.4K Buy
+400
New +$79.6K 0.04% 198
2025
Q1 		$137K Sell
730
-54
-7% -$10.3K 0.09% 147
2024
Q4 		$145K Buy
+784
New +$150K 0.1% 135

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.7% in Q3 2026, selling an estimated $3.79K and leaving 305 shares worth $75.6K. The position accounts for 0.03% of the portfolio, ranked #236.

Noble Wealth Management PBC first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q4 2024. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Noble Wealth Management PBC held 305 shares of iShares Russell 1000 Value ETF worth $75.6K as of Q3 2026.
  • Noble Wealth Management PBC sold 15 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $3.79K.
  • iShares Russell 1000 Value ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #236 holding.
  • Noble Wealth Management PBC first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's iShares Russell 1000 Value ETF position peaked at $145K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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