Westfield Capital Management
IJK icon

Westfield Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Westfield Capital Management’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,905
Closed -$494K – 293
2026
Q1 		$494K Buy
+4,905
New +$504K ﹤0.01% 237

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Fidelity Investments
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Bank of America
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Westfield Capital Management's IJK Position: Q2 2026 in Review

Westfield Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 4,905 shares — an estimated $494K sold.

Westfield Capital Management first reported a position in IJK in Q1 2026 and held it in 1 quarter. The position peaked at $494K in Q1 2026. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Westfield Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Westfield Capital Management sold 4,905 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $494K.
  • Westfield Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Westfield Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $494K in Q1 2026.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.