Van Den Berg Management I’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,804	Closed	-$174K	–	139
2025 Q4	$174K	Buy	+1,804	New	+$173K	0.04%	92

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Van Den Berg Management I sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 1,804 shares — an estimated $174K sold.

Van Den Berg Management I first reported a position in IWR in Q4 2025 and held it in 1 quarter. The position peaked at $174K in Q4 2025. 1,521 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Van Den Berg Management I reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Van Den Berg Management I sold 1,804 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $174K.
Van Den Berg Management I first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
Van Den Berg Management I's iShares Russell Mid-Cap ETF position peaked at $174K in Q4 2025.
1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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