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 Q2	–	Sell	-15	Closed	-$2.84K	–	136
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

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

Van Den Berg Management I sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 15 shares — an estimated $2.84K sold.

Van Den Berg Management I first reported a position in IWN in Q3 2020 and held it in 8 quarters. The position peaked at $712K in Q2 2021. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Van Den Berg Management I reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Van Den Berg Management I sold 15 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.84K.
Van Den Berg Management I first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and held it in 8 quarters.
Van Den Berg Management I's iShares Russell 2000 Value ETF position peaked at $712K in Q2 2021.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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