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Disclosery

Westwood Wealth Management: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westwood Wealth Management on IYW, newest first. How the timeline and the estimate are built.

Westwood Wealth Management held 5,590 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,590 shares
    Change vs previous 13F -220 shares

    0.41% of the 13F portfolio, value $1,409,964.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,810 shares
    Change vs previous 13F +5,810 shares

    0.41% of the 13F portfolio, value $1,054,050.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,995 shares

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 9,995 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,957,621.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,995 shares
    Change vs previous 13F -80 shares

    0.58% of the 13F portfolio, value $1,731,834.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,075 shares
    Change vs previous 13F -1,650 shares

    0.61% of the 13F portfolio, value $1,414,933.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,725 shares
    Change vs previous 13F -50 shares

    0.68% of the 13F portfolio, value $1,870,372.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,775 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,785,326.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).