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WITTENBERG INVESTMENT MANAGEMENT, INC. Last Quarter Change: USA ETF, Unchanged

WITTENBERG INVESTMENT MANAGEMENT, INC. quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WITTENBERG INVESTMENT MANAGEMENT, INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was IWS (+$65,595); the largest decrease was CET (+$14,469).

  • IWS: Country of operation —; Class RUS MDCP VAL ETF; Shares 2026-03-31 3,478; Shares 2026-06-30 3,478.
  • CET: Country of operation —; Class COM; Shares 2026-03-31 5,186; Shares 2026-06-30 5,186.

Two Form 13F-HR filings compared (SEC CIK 1697790): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-12). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
IWS
ISHARES TR
RUS MDCP VAL ETF3,4783,4780$506,884$572,479+$65,595
CET
CENTRAL SECS CORP
COM5,1865,1860$257,537$272,006+$14,469

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