IWN β€” ISHARES RUSSELL 2000 VALUE ETF

Ownership history in Noble Wealth Management PBC  Β·  4 quarters on record

AI Ownership Summary

Noble Wealth Management PBC reported ISHARES RUSSELL 2000 VALUE ETF (IWN) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows IWN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Noble Wealth Management PBC's position in ISHARES RUSSELL 2000 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Noble Wealth Management PBC held IWN β€” position size vs. price
% of Fund (quarterly)    IWN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 30 β€” 0% 0.00% $6K 2026-05-15 (Est.) $192.19
2025 Q4 UNCHANGED 30 β€” 0% 0.00% $5K 2026-01-05 $184.68
2025 Q1 REDUCED 30 -26 -46.4% 0.00% $5 2025-04-15 $136.89
2024 Q4 INITIATED 56 β€” β€” 0.01% $9K 2025-02-05 $165.64

FAQ About Noble Wealth Management PBC and IWN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Noble Wealth Management PBC reported owning IWN?

Noble Wealth Management PBC reported IWN across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IWN position in Noble Wealth Management PBC's portfolio?

The largest reported portfolio weight for IWN was 0.01% in 2024 Q4.

What is the latest reported IWN position on this page?

The most recent filing on this page is 2026 Q1, when Noble Wealth Management PBC reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this IWN ownership page compare?

The chart compares Noble Wealth Management PBC's quarterly IWN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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