Westwood Holdings Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,112
| Closed | -$706K | – | 487 |
|
|
2024
Q4 | $706K | Buy |
2,112
+629
| +42% | +$210K | 0.01% | 394 |
|
|
2024
Q3 | $485K | Hold |
1,483
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $458K | Hold |
1,483
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $445K | Sell |
1,483
-74
| -5% | -$22.2K | ﹤0.01% | 407 |
|
|
2023
Q4 | $426K | Buy |
+1,557
| New | +$426K | ﹤0.01% | 399 |
|