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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q2 2026, selling an estimated $14K and leaving 320 shares worth $77.6K. The position accounts for 0.03% of the portfolio, ranked #238.

Noble Wealth Management PBC first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $145K in Q4 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Noble Wealth Management PBC held 320 shares of iShares Russell 1000 Value ETF worth $77.6K as of Q2 2026.
Noble Wealth Management PBC sold 60 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $14K.
iShares Russell 1000 Value ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q2 2026, its #238 holding.
Noble Wealth Management PBC first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares Russell 1000 Value ETF position peaked at $145K in Q4 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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