Arnold Van Den Berg's IWS Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 368 shares of iShares Russell Mid-Cap Value ETF (IWS) worth $53,632, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Arnold Van Den Berg has initiated a new position in IWS, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 545 shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's iShares Russell Mid-Cap Value ETF (IWS) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Mid-Cap Value ETF (IWS) Trades by Arnold Van Den Berg
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -545 | Reduce 59.69% | 368 | $145.74 |
| Q4 2025 | +913 | New Buy | 913 | $141.05 |
Arnold Van Den Berg's iShares Russell Mid-Cap Value ETF Investment FAQs
Arnold Van Den Berg first purchased iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, acquiring 913 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 Mid-Cap Value ETF (IWS) for 2 quarters since Q4 2025.
Arnold Van Den Berg's largest addition to iShares Russell Mid-Cap Value ETF (IWS) was in Q4 2025, adding 913 shares worth $128,779.
According to the latest 13F filing for Q1 2026, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 368 shares of iShares Russell Mid-Cap Value ETF (IWS), valued at approximately $53,632.
As of the Q1 2026 filing, iShares Russell Mid-Cap Value ETF (IWS) represents approximately 0.01% 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 Mid-Cap Value ETF (IWS) was 913 shares, as reported at the end of Q4 2025.