Westfield Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.74M	Sell	16,340 -35,892	-69%	-$4.07M	0.01%	220
2025 Q4	$6.18M	Buy	+52,232	New	+$6.19M	0.03%	200
2025 Q2	–	Sell	-4,768	Closed	-$430K	–	257
2025 Q1	$430K	Sell	4,768 -28,156	-86%	-$2.78M	﹤0.01%	240
2024 Q4	$3.31M	Buy	32,924 +28,280	+609%	+$2.78M	0.01%	212
2024 Q3	$436K	Buy	+4,644	New	+$421K	﹤0.01%	238
2024 Q1	–	Sell	-5,572	Closed	-$422K	–	253
2023 Q4	$422K	Buy	+5,572	New	+$394K	﹤0.01%	236
2023 Q1	–	Sell	-193,008	Closed	-$10.3M	–	244
2022 Q4	$10.3M	Buy	+193,008	New	+$10.6M	0.08%	172
2022 Q3	–	Sell	-209,236	Closed	-$11.4M	–	240
2022 Q2	$11.4M	Buy	+209,236	New	+$12.6M	0.09%	179
2022 Q1	–	Sell	-16,632	Closed	-$1.27M	–	248
2021 Q4	$1.27M	Buy	+16,632	New	+$1.23M	0.01%	211
2020 Q3	–	Sell	-4,468	Closed	-$214K	–	245
2020 Q2	$214K	Buy	+4,468	New	+$197K	﹤0.01%	230
2020 Q1	–	Sell	-24,164	Closed	-$1.06M	–	236
2019 Q4	$1.06M	Buy	+24,164	New	+$1.01M	0.01%	218
2019 Q1	–	Sell	-71,048	Closed	-$2.33M	–	260
2018 Q4	$2.33M	Buy	+71,048	New	+$2.5M	0.02%	220
2017 Q1	–	Sell	-95,572	Closed	-$2.51M	–	281
2016 Q4	$2.51M	Buy	+95,572	New	+$2.48M	0.02%	230
2016 Q1	–	Sell	-156,620	Closed	-$3.9M	–	276
2015 Q4	$3.9M	Buy	+156,620	New	+$3.91M	0.03%	228
2015 Q1	–	Sell	-30,656	Closed	-$733K	–	314
2014 Q4	$733K	Buy	+30,656	New	+$717K	﹤0.01%	286
2014 Q1	–	Sell	-35,984	Closed	-$773K	–	337
2013 Q4	$773K	Buy	+35,984	New	+$738K	﹤0.01%	286

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Westfield Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 69% in Q1 2026, selling an estimated $4.07M and leaving 16,340 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #220.

Westfield Capital Management first reported a position in IWF in Q4 2013 and has held it in 16 quarters since. The position peaked at $11.4M in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Westfield Capital Management held 16,340 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q1 2026.
Westfield Capital Management sold 35,892 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.07M.
iShares Russell 1000 Growth ETF made up 0.01% of Westfield Capital Management's portfolio in Q1 2026, its #220 holding.
Westfield Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 16 quarters since.
Westfield Capital Management's iShares Russell 1000 Growth ETF position peaked at $11.4M in Q2 2022.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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