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Westwood Holdings Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Westwood Holdings Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.3M Buy
155,924
+17,062
+12% +$3.74M 0.24% 143
2025
Q4 		$29.2M Buy
138,862
+32,683
+31% +$6.75M 0.24% 153
2025
Q3 		$21.6M Buy
106,179
+27,297
+35% +$5.43M 0.15% 181
2025
Q2 		$15.3M Sell
78,882
-5,481
-6% -$1.02M 0.11% 202
2025
Q1 		$15.9M Buy
84,363
+2,482
+3% +$473K 0.12% 182
2024
Q4 		$15.2M Buy
81,881
+18,444
+29% +$3.54M 0.12% 195
2024
Q3 		$12M Sell
63,437
-26,604
-30% -$4.85M 0.05% 249
2024
Q2 		$15.7M Sell
90,041
-675
-0.7% -$118K 0.07% 217
2024
Q1 		$16.2M Sell
90,716
-5,657
-6% -$957K 0.13% 187
2023
Q4 		$15.9M Buy
96,373
+1,561
+2% +$241K 0.13% 169
2023
Q3 		$14.4M Sell
94,812
-137,306
-59% -$21.8M 0.13% 160
2023
Q2 		$36.6M Sell
232,118
-4,576
-2% -$700K 0.33% 107
2023
Q1 		$36M Sell
236,694
-91,869
-28% -$14.2M 0.32% 106
2022
Q4 		$49.8M Sell
328,563
-82,695
-20% -$12.4M 0.44% 102
2022
Q3 		$55.9M Sell
411,258
-12,802
-3% -$1.92M 0.66% 58
2022
Q2 		$61.5M Sell
424,060
-22,602
-5% -$3.54M 0.67% 51
2022
Q1 		$74.1M Sell
446,662
-42,070
-9% -$6.91M 0.68% 53
2021
Q4 		$82.1M Buy
488,732
+42,060
+9% +$6.89M 0.74% 42
2021
Q3 		$69.9M Buy
446,672
+91,398
+26% +$14.7M 0.76% 39
2021
Q2 		$56.4M Buy
355,274
+307,324
+641% +$48.7M 0.57% 64
2021
Q1 		$7.27M Buy
+47,950
New +$6.94M 0.07% 225
2020
Q1 		– Sell
-349
Closed -$48K – 460
2019
Q4 		$48K Buy
+349
New +$46K ﹤0.01% 501
2019
Q3 		– Sell
-28,559
Closed -$3.63M – 496
2019
Q2 		$3.63M Buy
+28,559
New +$3.57M 0.04% 275
2019
Q1 		– Sell
-4,274
Closed -$475K – 417
2018
Q4 		$475K Buy
4,274
+2,075
+94% +$249K 0.01% 342
2018
Q3 		$278K Hold
2,199
– – ﹤0.01% 373
2018
Q2 		$267K Hold
2,199
– – ﹤0.01% 391
2018
Q1 		$264K Sell
2,199
-163
-7% -$20.3K ﹤0.01% 390
2017
Q4 		$293K Sell
2,362
-8,455
-78% -$1.02M ﹤0.01% 378
2017
Q3 		$1.28M Buy
+10,817
New +$1.26M 0.01% 297

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Westwood Holdings Group increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, buying an estimated $3.74M and bringing the position to 155,924 shares worth $33.3M. The position accounts for 0.24% of the portfolio, ranked #143.

Westwood Holdings Group first reported a position in IWD in Q3 2017 and has held it in 29 quarters since. The position peaked at $82.1M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Westwood Holdings Group held 155,924 shares of iShares Russell 1000 Value ETF worth $33.3M as of Q1 2026.
  • Westwood Holdings Group bought 17,062 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.74M.
  • iShares Russell 1000 Value ETF made up 0.24% of Westwood Holdings Group's portfolio in Q1 2026, its #143 holding.
  • Westwood Holdings Group first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 29 quarters since.
  • Westwood Holdings Group's iShares Russell 1000 Value ETF position peaked at $82.1M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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