Westwood Holdings Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,366	Closed	-$334K	–	482
2025 Q4	$334K	Buy	+2,366	New	+$331K	﹤0.01%	444
2023 Q1	–	Sell	-2,490	Closed	-$262K	–	545
2022 Q4	$262K	Buy	+2,490	New	+$261K	﹤0.01%	474
2022 Q1	–	Sell	-7,928	Closed	-$970K	–	469
2021 Q4	$970K	Buy	+7,928	New	+$946K	0.01%	350
2020 Q1	–	Sell	-1,373	Closed	-$130K	–	462
2019 Q4	$130K	Buy	1,373 +1,138	+484%	+$104K	﹤0.01%	462
2019 Q3	$21K	Buy	+235	New	+$20.8K	﹤0.01%	469

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Westwood Holdings Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,366 shares — an estimated $334K sold.

Westwood Holdings Group first reported a position in IWS in Q3 2019 and held it in 5 quarters. The position peaked at $970K in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Westwood Holdings Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Westwood Holdings Group sold 2,366 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $334K.
Westwood Holdings Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2019 and held it in 5 quarters.
Westwood Holdings Group's iShares Russell Mid-Cap Value ETF position peaked at $970K in Q4 2021.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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