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iShares Russell 2000 Value Index shares owned by Westwood Holdings

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $328k 1.8k 181.21
2022-12-31 $263k 1.9k 138.79
2021-12-31 $970k 5.8k 166.04
2019-12-31 $130k 1.0k 128.97
2019-09-30 $21k 175 120.00

More positions owned by Westwood Holdings

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Williams Companies (WMB)
Kinder Morgan (KMI)
Cheniere Energy Com New (LNG)
Targa Res Corp (TRGP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Dt Midstream Common Stock (DTM)
Oneok (OKE)
Enbridge (ENB)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Tc Energy Corp (TRP)
Verra Mobility Corp Cl A Com Stk (VRRM)

View all positions for Westwood Holdings

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Cassaday & Co Wealth Management
Northern Trust

View all funds holding iShares Russell 2000 Value Index