Van Den Berg Management I’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.84K	Hold	15	–	–	﹤0.01%	128
2025 Q4	$2.72K	Buy	+15	New	+$2.69K	﹤0.01%	119
2022 Q1	–	Sell	-3,545	Closed	-$589K	–	92
2021 Q4	$589K	Buy	3,545 +30	+0.9%	+$5K	0.11%	56
2021 Q3	$563K	Sell	3,515 -780	-18%	-$125K	0.11%	59
2021 Q2	$712K	Hold	4,295	–	–	0.14%	56
2021 Q1	$685K	Hold	4,295	–	–	0.15%	50
2020 Q4	$566K	Hold	4,295	–	–	0.14%	47
2020 Q3	$427K	Buy	+4,295	New	+$436K	0.15%	33

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Van Den Berg Management I held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 15 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Van Den Berg Management I first reported a position in IWN in Q3 2020 and has held it in 8 quarters since. The position peaked at $712K in Q2 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Van Den Berg Management I held 15 shares of iShares Russell 2000 Value ETF worth $2.84K as of Q1 2026.
Van Den Berg Management I left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Van Den Berg Management I's portfolio in Q1 2026, its #128 holding.
Van Den Berg Management I first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 8 quarters since.
Van Den Berg Management I's iShares Russell 2000 Value ETF position peaked at $712K in Q2 2021.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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