Novem Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Novem Group’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	$295K	Buy	1,217 +57	+5%	+$13.3K	0.03%	361
2026 Q1	$248K	Buy	1,160 +4	+0.3%	+$876	0.03%	380
2025 Q4	$243K	Buy	1,156 +6	+0.5%	+$1.24K	0.03%	378
2025 Q3	$234K	Buy	1,150 +5	+0.4%	+$995	0.03%	371
2025 Q2	$222K	Buy	1,145 +32	+3%	+$5.93K	0.03%	367
2025 Q1	$209K	Buy	+1,113	New	+$212K	0.03%	342

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

Novem Group's IWD Position: Q2 2026 in Review

Novem Group increased its iShares Russell 1000 Value ETF (IWD) stake by 4.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,217 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #361.

Novem Group first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Novem Group held 1,217 shares of iShares Russell 1000 Value ETF worth $295K as of Q2 2026.
Novem Group bought 57 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $13.3K.
iShares Russell 1000 Value ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #361 holding.
Novem Group first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.