Westwood Holdings Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $451K | Sell |
3,041
-318
| -9% | -$43.6K | ﹤0.01% | 477 |
|
|
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
Westwood Holdings Group's IJR Position: Q2 2026 in Review
Westwood Holdings Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.5% in Q2 2026, selling an estimated $43.6K and leaving 3,041 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #477.
Westwood Holdings Group first reported a position in IJR in Q2 2017 and has held it in 33 quarters since. The position peaked at $4.93M in Q4 2019. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Westwood Holdings Group held 3,041 shares of iShares Core S&P Small-Cap ETF worth $451K as of Q2 2026.
- Westwood Holdings Group sold 318 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $43.6K.
- iShares Core S&P Small-Cap ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #477 holding.
- Westwood Holdings Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 33 quarters since.
- Westwood Holdings Group's iShares Core S&P Small-Cap ETF position peaked at $4.93M in Q4 2019.
- 2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.