Arnold Van Den Berg's IWR Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 1,804 shares of iShares Russell Midcap ETF (IWR) worth $173,670, representing 0.04% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Arnold Van Den Berg has initiated a new position in IWR, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's iShares Russell Midcap ETF (IWR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Midcap ETF (IWR) Trades by Arnold Van Den Berg
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,804 | New Buy | 1,804 | $96.27 |
Arnold Van Den Berg's iShares Russell Midcap ETF Investment FAQs
Arnold Van Den Berg first purchased iShares Russell Midcap ETF (IWR) in Q4 2025, acquiring 1,804 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held iShares Russell Midcap ETF (IWR) for 1 quarters since Q4 2025.
Arnold Van Den Berg's largest addition to iShares Russell Midcap ETF (IWR) was in Q4 2025, adding 1,804 shares worth $173,670.
According to the latest 13F filing for Q4 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 1,804 shares of iShares Russell Midcap ETF (IWR), valued at approximately $173,670.
As of the Q4 2025 filing, iShares Russell Midcap ETF (IWR) represents approximately 0.04% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings.
Arnold Van Den Berg's peak holding in iShares Russell Midcap ETF (IWR) was 1,804 shares, as reported at the end of Q4 2025.