Van Den Berg Management I’s iShares Russell 1000 Value ETF IWD Stock Holding History

Van Den Berg Management I’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	–	Sell	-247	Closed	-$52.8K	–	134
2026 Q1	$52.8K	Sell	247 -1,009	-80%	-$221K	0.01%	104
2025 Q4	$264K	Buy	+1,256	New	+$259K	0.06%	88

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

Van Den Berg Management I's IWD Position: Q2 2026 in Review

Van Den Berg Management I sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 247 shares — an estimated $52.8K sold.

Van Den Berg Management I first reported a position in IWD in Q4 2025 and held it in 2 quarters. The position peaked at $264K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Van Den Berg Management I reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Van Den Berg Management I sold 247 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $52.8K.
Van Den Berg Management I first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and held it in 2 quarters.
Van Den Berg Management I's iShares Russell 1000 Value ETF position peaked at $264K in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.