VDBMI
IWD icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Van Den Berg Management I's IWD Position: Q1 2026 in Review

Van Den Berg Management I reduced its iShares Russell 1000 Value ETF (IWD) stake by 80% in Q1 2026, selling an estimated $221K and leaving 247 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #104.

Van Den Berg Management I first reported a position in IWD in Q4 2025 and has held it in 2 quarters since. The position peaked at $264K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Van Den Berg Management I held 247 shares of iShares Russell 1000 Value ETF worth $52.8K as of Q1 2026.
  • Van Den Berg Management I sold 1,009 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $221K.
  • iShares Russell 1000 Value ETF made up 0.01% of Van Den Berg Management I's portfolio in Q1 2026, its #104 holding.
  • Van Den Berg Management I first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Van Den Berg Management I's iShares Russell 1000 Value ETF position peaked at $264K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.