Westwood Holdings Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Westwood Holdings Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$500K	Buy	3,635 +49	+1%	+$6.47K	﹤0.01%	453
2026 Q1	$406K	Hold	3,586	–	–	﹤0.01%	406
2025 Q4	$442K	Hold	3,586	–	–	﹤0.01%	430
2025 Q3	$433K	Hold	3,586	–	–	﹤0.01%	431
2025 Q2	$395K	Sell	3,586 -332	-8%	-$32.9K	﹤0.01%	428
2025 Q1	$364K	Hold	3,918	–	–	﹤0.01%	416
2024 Q4	$398K	Buy	3,918 +433	+12%	+$43.2K	﹤0.01%	429
2024 Q3	$334K	Hold	3,485	–	–	﹤0.01%	429
2024 Q2	$323K	Hold	3,485	–	–	﹤0.01%	412
2024 Q1	$294K	Hold	3,485	–	–	﹤0.01%	429
2023 Q4	$262K	Sell	3,485 -512	-13%	-$36.4K	﹤0.01%	436
2023 Q3	$273K	Hold	3,997	–	–	﹤0.01%	415
2023 Q2	$282K	Hold	3,997	–	–	﹤0.01%	442
2023 Q1	$255K	Hold	3,997	–	–	﹤0.01%	459
2022 Q4	$234K	Hold	3,997	–	–	﹤0.01%	479
2022 Q3	$231K	Hold	3,997	–	–	﹤0.01%	432
2022 Q2	$241K	Hold	3,997	–	–	﹤0.01%	434
2022 Q1	$305K	Hold	3,997	–	–	﹤0.01%	407
2021 Q4	$334K	Hold	3,997	–	–	﹤0.01%	403
2021 Q3	$295K	Sell	3,997 -411	-9%	-$31.3K	﹤0.01%	396
2021 Q2	$321K	Hold	4,408	–	–	﹤0.01%	394
2021 Q1	$287K	Hold	4,408	–	–	﹤0.01%	403
2020 Q4	$281K	Hold	4,408	–	–	﹤0.01%	396
2020 Q3	$255K	Hold	4,408	–	–	﹤0.01%	374
2020 Q2	$229K	Sell	4,408 -1,160	-21%	-$55.6K	﹤0.01%	380
2020 Q1	$230K	Sell	5,568 -376	-6%	-$17.8K	﹤0.01%	379
2019 Q4	$288K	Buy	5,944 +376	+7%	+$17.4K	﹤0.01%	424
2019 Q3	$251K	Hold	5,568	–	–	﹤0.01%	406
2019 Q2	$250K	Hold	5,568	–	–	﹤0.01%	437
2019 Q1	$240K	Buy	+5,568	New	+$228K	﹤0.01%	376

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Westwood Holdings Group's IVW Position: Q2 2026 in Review

Westwood Holdings Group increased its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q2 2026, buying an estimated $6.47K and bringing the position to 3,635 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Westwood Holdings Group first reported a position in IVW in Q1 2019 and has held it in 30 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Westwood Holdings Group held 3,635 shares of iShares S&P 500 Growth ETF worth $500K as of Q2 2026.
Westwood Holdings Group bought 49 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $6.47K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #453 holding.
Westwood Holdings Group first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.