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Westwood Holdings Group’s iShares Russell 3000 ETF IWV Stock Holding History

Westwood Holdings Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,112
Closed -$706K – 487
2024
Q4 		$706K Buy
2,112
+629
+42% +$212K 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% -$21.1K ﹤0.01% 407
2023
Q4 		$426K Buy
+1,557
New +$397K ﹤0.01% 399

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westwood Holdings Group's IWV Position: Q1 2025 in Review

Westwood Holdings Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 2,112 shares — an estimated $706K sold.

Westwood Holdings Group first reported a position in IWV in Q4 2023 and held it in 5 quarters. The position peaked at $706K in Q4 2024. 806 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Westwood Holdings Group reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 2,112 iShares Russell 3000 ETF shares in Q1 2025, an estimated $706K.
  • Westwood Holdings Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and held it in 5 quarters.
  • Westwood Holdings Group's iShares Russell 3000 ETF position peaked at $706K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Westwood Holdings Group's 13F filing for Q1 2025, filed 9 May 2025.