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Westwood Holdings Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Westwood Holdings Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Sell
3,359
-1,099
-25% -$140K ﹤0.01% 404
2025
Q4 		$536K Sell
4,458
-570
-11% -$68.2K ﹤0.01% 419
2025
Q3 		$597K Buy
5,028
+206
+4% +$23.7K ﹤0.01% 411
2025
Q2 		$527K Sell
4,822
-2,246
-32% -$232K ﹤0.01% 413
2025
Q1 		$739K Sell
7,068
-1,358
-16% -$153K 0.01% 370
2024
Q4 		$971K Sell
8,426
-649
-7% -$77.5K 0.01% 370
2024
Q3 		$1.06M Sell
9,075
-987
-10% -$112K ﹤0.01% 366
2024
Q2 		$1.07M Sell
10,062
-54
-0.5% -$5.78K 0.01% 351
2024
Q1 		$1.12M Buy
10,116
+1,992
+25% +$212K 0.01% 353
2023
Q4 		$879K Sell
8,124
-1,359
-14% -$131K 0.01% 362
2023
Q3 		$895K Sell
9,483
-1,047
-10% -$105K 0.01% 352
2023
Q2 		$1.05M Buy
10,530
+855
+9% +$81.4K 0.01% 342
2023
Q1 		$936K Buy
9,675
+307
+3% +$30.7K 0.01% 364
2022
Q4 		$887K Sell
9,368
-534
-5% -$51.2K 0.01% 362
2022
Q3 		$863K Sell
9,902
-2,523
-20% -$245K 0.01% 330
2022
Q2 		$1.15M Buy
12,425
+1,122
+10% +$112K 0.01% 334
2022
Q1 		$1.22M Sell
11,303
-2,161
-16% -$233K 0.01% 342
2021
Q4 		$1.54M Buy
13,464
+1,520
+13% +$173K 0.01% 318
2021
Q3 		$1.3M Sell
11,944
-401
-3% -$44.2K 0.01% 324
2021
Q2 		$1.39M Sell
12,345
-3,093
-20% -$345K 0.01% 322
2021
Q1 		$1.68M Sell
15,438
-3,028
-16% -$317K 0.02% 312
2020
Q4 		$1.7M Sell
18,466
-1,987
-10% -$163K 0.02% 298
2020
Q3 		$1.44M Sell
20,453
-1,631
-7% -$117K 0.02% 295
2020
Q2 		$1.51M Sell
22,084
-22,926
-51% -$1.45M 0.02% 304
2020
Q1 		$2.52M Sell
45,010
-13,786
-23% -$1.03M 0.04% 262
2019
Q4 		$4.93M Buy
58,796
+14,710
+33% +$1.18M 0.05% 251
2019
Q3 		$3.43M Buy
44,086
+942
+2% +$72.9K 0.04% 274
2019
Q2 		$3.38M Buy
43,144
+3,997
+10% +$310K 0.04% 279
2019
Q1 		$3.02M Buy
39,147
+16,173
+70% +$1.24M 0.03% 239
2018
Q4 		$1.59M Buy
22,974
+20,420
+800% +$1.58M 0.02% 268
2018
Q3 		$223K Buy
+2,554
New +$224K ﹤0.01% 377
2017
Q3 		– Sell
-570
Closed -$40K – 470
2017
Q2 		$40K Buy
+570
New +$39.5K ﹤0.01% 457

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westwood Holdings Group's IJR Position: Q1 2026 in Review

Westwood Holdings Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q1 2026, selling an estimated $140K and leaving 3,359 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Westwood Holdings Group first reported a position in IJR in Q2 2017 and has held it in 32 quarters since. The position peaked at $4.93M in Q4 2019. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Westwood Holdings Group held 3,359 shares of iShares Core S&P Small-Cap ETF worth $418K as of Q1 2026.
  • Westwood Holdings Group sold 1,099 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $140K.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #404 holding.
  • Westwood Holdings Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 32 quarters since.
  • Westwood Holdings Group's iShares Core S&P Small-Cap ETF position peaked at $4.93M in Q4 2019.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.