Van Den Berg Management I’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Van Den Berg Management I’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-564	Closed	-$60.1K	–	135
2026 Q1	$60.1K	Sell	564 -2,160	-79%	-$245K	0.01%	100
2025 Q4	$322K	Buy	+2,724	New	+$323K	0.07%	83

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Van Den Berg Management I sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 564 shares — an estimated $60.1K sold.

Van Den Berg Management I first reported a position in IWF in Q4 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Van Den Berg Management I reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Van Den Berg Management I sold 564 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $60.1K.
Van Den Berg Management I first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 2 quarters.
Van Den Berg Management I's iShares Russell 1000 Growth ETF position peaked at $322K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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