Westfield Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,796
| Closed | -$3.73M | – | 260 |
|
|
2024
Q4 | $3.73M | Buy |
+26,796
| New | +$3.73M | 0.02% | 211 |
|
|
2024
Q1 | – | Sell |
-12,905
| Closed | -$1.34M | – | 252 |
|
|
2023
Q4 | $1.34M | Buy |
+12,905
| New | +$1.34M | 0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-15,760
| Closed | -$1.28M | – | 243 |
|
|
2022
Q4 | $1.28M | Buy |
+15,760
| New | +$1.28M | 0.01% | 203 |
|
|
2022
Q3 | – | Sell |
-154,128
| Closed | -$12.9M | – | 239 |
|
|
2022
Q2 | $12.9M | Buy |
+154,128
| New | +$12.9M | 0.1% | 177 |
|
|
2020
Q1 | – | Sell |
-10,003
| Closed | -$677K | – | 235 |
|
|
2019
Q4 | $677K | Buy |
+10,003
| New | +$677K | ﹤0.01% | 221 |
|
|
2019
Q1 | – | Sell |
-113,403
| Closed | -$5.98M | – | 259 |
|
|
2018
Q4 | $5.98M | Buy |
+113,403
| New | +$5.98M | 0.05% | 207 |
|
|
2017
Q1 | – | Sell |
-11,330
| Closed | -$486K | – | 280 |
|
|
2016
Q4 | $486K | Buy |
+11,330
| New | +$486K | ﹤0.01% | 243 |
|
|
2016
Q1 | – | Sell |
-51,930
| Closed | -$2.11M | – | 275 |
|
|
2015
Q4 | $2.11M | Buy |
51,930
+17,154
| +49% | +$696K | 0.01% | 233 |
|
|
2015
Q3 | $1.32M | Buy |
+34,776
| New | +$1.32M | 0.01% | 222 |
|