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

Van Den Berg Management I’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-368
Closed -$53.6K – 137
2026
Q1 		$53.6K Sell
368
-545
-60% -$80.9K 0.01% 103
2025
Q4 		$129K Buy
+913
New +$128K 0.03% 96

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Van Den Berg Management I sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 368 shares — an estimated $53.6K sold.

Van Den Berg Management I first reported a position in IWS in Q4 2025 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Van Den Berg Management I reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Van Den Berg Management I sold 368 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $53.6K.
  • Van Den Berg Management I first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Van Den Berg Management I's iShares Russell Mid-Cap Value ETF position peaked at $129K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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