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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$527K	Sell	4,822 -2,246	-32%	-$245K	﹤0.01%	382
2025 Q1	$739K	Sell	7,068 -1,358	-16%	-$142K	0.01%	370
2024 Q4	$971K	Sell	8,426 -649	-7%	-$74.8K	0.01%	370
2024 Q3	$1.06M	Sell	9,075 -987	-10%	-$115K	﹤0.01%	366
2024 Q2	$1.07M	Sell	10,062 -54	-0.5%	-$5.76K	0.01%	351
2024 Q1	$1.12M	Buy	10,116 +1,992	+25%	+$220K	0.01%	353
2023 Q4	$879K	Sell	8,124 -1,359	-14%	-$147K	0.01%	362
2023 Q3	$895K	Sell	9,483 -1,047	-10%	-$98.8K	0.01%	352
2023 Q2	$1.05M	Buy	10,530 +855	+9%	+$85.2K	0.01%	342
2023 Q1	$936K	Buy	9,675 +307	+3%	+$29.7K	0.01%	364
2022 Q4	$887K	Sell	9,368 -534	-5%	-$50.6K	0.01%	362
2022 Q3	$863K	Sell	9,902 -2,523	-20%	-$220K	0.01%	330
2022 Q2	$1.15M	Buy	12,425 +1,122	+10%	+$104K	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%	+$174K	0.01%	318
2021 Q3	$1.3M	Sell	11,944 -401	-3%	-$43.8K	0.01%	324
2021 Q2	$1.39M	Sell	12,345 -3,093	-20%	-$349K	0.01%	322
2021 Q1	$1.68M	Sell	15,438 -3,028	-16%	-$329K	0.02%	312
2020 Q4	$1.7M	Sell	18,466 -1,987	-10%	-$183K	0.02%	298
2020 Q3	$1.44M	Sell	20,453 -1,631	-7%	-$115K	0.02%	295
2020 Q2	$1.51M	Sell	22,084 -22,926	-51%	-$1.56M	0.02%	304
2020 Q1	$2.53M	Sell	45,010 -13,786	-23%	-$773K	0.04%	262
2019 Q4	$4.93M	Buy	58,796 +14,710	+33%	+$1.23M	0.05%	251
2019 Q3	$3.43M	Buy	44,086 +942	+2%	+$73.3K	0.04%	274
2019 Q2	$3.38M	Buy	43,144 +3,997	+10%	+$313K	0.04%	279
2019 Q1	$3.02M	Buy	39,147 +16,173	+70%	+$1.25M	0.03%	239
2018 Q4	$1.59M	Buy	22,974 +20,420	+800%	+$1.42M	0.02%	268
2018 Q3	$223K	Buy	+2,554	New	+$223K	﹤0.01%	377
2017 Q3	–	Sell	-570	Closed	-$40K	–	470
2017 Q2	$40K	Buy	+570	New	+$40K	﹤0.01%	457