Westfield Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Westfield Capital Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-66,532	Closed	-$11.2M	–	273
2025 Q4	$11.2M	Buy	+66,532	New	+$11.1M	0.05%	183
2025 Q1	–	Sell	-26,796	Closed	-$3.73M	–	260
2024 Q4	$3.73M	Buy	+26,796	New	+$3.68M	0.02%	211
2024 Q1	–	Sell	-12,905	Closed	-$1.34M	–	252
2023 Q4	$1.34M	Buy	+12,905	New	+$1.27M	0.01%	225
2023 Q1	–	Sell	-15,760	Closed	-$1.28M	–	243
2022 Q4	$1.28M	Buy	+15,760	New	+$1.32M	0.01%	203
2022 Q3	–	Sell	-154,128	Closed	-$12.9M	–	239
2022 Q2	$12.9M	Buy	+154,128	New	+$14.1M	0.1%	177
2020 Q1	–	Sell	-10,003	Closed	-$677K	–	235
2019 Q4	$677K	Buy	+10,003	New	+$648K	﹤0.01%	221
2019 Q1	–	Sell	-113,403	Closed	-$5.98M	–	259
2018 Q4	$5.98M	Buy	+113,403	New	+$6.43M	0.05%	207
2017 Q1	–	Sell	-11,330	Closed	-$486K	–	280
2016 Q4	$486K	Buy	+11,330	New	+$481K	﹤0.01%	243
2016 Q1	–	Sell	-51,930	Closed	-$2.11M	–	275
2015 Q4	$2.11M	Buy	51,930 +17,154	+49%	+$698K	0.01%	233
2015 Q3	$1.32M	Buy	+34,776	New	+$1.4M	0.01%	222

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westfield Capital Management's IUSG Position: Q1 2026 in Review

Westfield Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 66,532 shares — an estimated $11.2M sold.

Westfield Capital Management first reported a position in IUSG in Q3 2015 and held it in 10 quarters. The position peaked at $12.9M in Q2 2022. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Westfield Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Westfield Capital Management sold 66,532 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $11.2M.
Westfield Capital Management first reported a position in iShares Core S&P US Growth ETF in Q3 2015 and held it in 10 quarters.
Westfield Capital Management's iShares Core S&P US Growth ETF position peaked at $12.9M in Q2 2022.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.