Westwood Holdings Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,810	Closed	-$328K	–	481
2025 Q4	$328K	Buy	+1,810	New	+$325K	﹤0.01%	446
2023 Q1	–	Sell	-1,895	Closed	-$263K	–	544
2022 Q4	$263K	Buy	+1,895	New	+$268K	﹤0.01%	472
2022 Q1	–	Sell	-5,842	Closed	-$970K	–	468
2021 Q4	$970K	Buy	+5,842	New	+$973K	0.01%	349
2020 Q1	–	Sell	-1,008	Closed	-$130K	–	461
2019 Q4	$130K	Buy	1,008 +833	+476%	+$103K	﹤0.01%	461
2019 Q3	$21K	Buy	+175	New	+$20.7K	﹤0.01%	468

Other funds holding IWN

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Westwood Holdings Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 1,810 shares — an estimated $328K sold.

Westwood Holdings Group first reported a position in IWN in Q3 2019 and held it in 5 quarters. The position peaked at $970K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Westwood Holdings Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Westwood Holdings Group sold 1,810 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $328K.
Westwood Holdings Group first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and held it in 5 quarters.
Westwood Holdings Group's iShares Russell 2000 Value ETF position peaked at $970K in Q4 2021.
1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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