WITTENBERG INVESTMENT MANAGEMENT, INC. historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 14 quarters from 2022-12-31 to 2026-06-30, WITTENBERG INVESTMENT MANAGEMENT, INC. opened 8 positions, added to 9, reduced 7 and sold out of 10.
- Q4 2024: Stock IWS; Country of operation —; Class RUS MDCP VAL ETF; Shares before 8,262.
- Q3 2024: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 2,798.
- Q3 2024: Stock IWS; Country of operation —; Class RUS MDCP VAL ETF; Shares before 13,262.
- Q2 2024: Stock IWS; Country of operation —; Class RUS MDCP VAL ETF; Shares before 15,762.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697790), 14 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-13); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-02-09); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-02-09); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-02-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
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