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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Westwood Holdings Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,586 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Westwood Holdings Group first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. The position peaked at $442K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Westwood Holdings Group held 3,586 shares of iShares S&P 500 Growth ETF worth $406K as of Q1 2026.
Westwood Holdings Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #406 holding.
Westwood Holdings Group first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
Westwood Holdings Group's iShares S&P 500 Growth ETF position peaked at $442K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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