Westfield Capital Management
IWO icon

Westfield Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Westfield Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,165
Closed -$11M – 261
2024
Q4 		$11M Buy
+38,165
New +$11.3M 0.05% 183
2024
Q1 		– Sell
-1,445
Closed -$364K – 254
2023
Q4 		$364K Buy
+1,445
New +$326K ﹤0.01% 237
2023
Q1 		– Sell
-3,648
Closed -$783K – 245
2022
Q4 		$783K Buy
+3,648
New +$799K 0.01% 206
2022
Q1 		– Sell
-2,435
Closed -$714K – 249
2021
Q4 		$714K Buy
+2,435
New +$734K ﹤0.01% 229
2021
Q1 		– Sell
-106,520
Closed -$30.5M – 259
2020
Q4 		$30.5M Buy
+106,520
New +$27.1M 0.18% 157
2020
Q1 		– Sell
-6,015
Closed -$1.29M – 237
2019
Q4 		$1.29M Buy
+6,015
New +$1.22M 0.01% 216
2019
Q1 		– Sell
-5,560
Closed -$934K – 262
2018
Q4 		$934K Buy
+5,560
New +$1.04M 0.01% 224
2017
Q1 		– Sell
-30,125
Closed -$4.64M – 282
2016
Q4 		$4.64M Buy
30,125
+3,245
+12% +$484K 0.04% 226
2016
Q3 		$4M Buy
26,880
+8,140
+43% +$1.19M 0.03% 224
2016
Q2 		$2.57M Sell
18,740
-11,450
-38% -$1.55M 0.02% 230
2016
Q1 		$4M Sell
30,190
-30,066
-50% -$3.75M 0.03% 215
2015
Q4 		$8.39M Buy
60,256
+50,956
+548% +$7.23M 0.06% 204
2015
Q3 		$1.25M Buy
+9,300
New +$1.38M 0.01% 223
2015
Q2 		– Sell
-71,940
Closed -$10.9M – 298
2015
Q1 		$10.9M Buy
71,940
+62,540
+665% +$9.11M 0.06% 230
2014
Q4 		$1.34M Sell
9,400
-124,150
-93% -$16.8M 0.01% 273
2014
Q3 		$17.3M Buy
133,550
+121,550
+1,013% +$16.3M 0.11% 207
2014
Q2 		$1.66M Sell
12,000
-66,360
-85% -$8.72M 0.01% 263
2014
Q1 		$10.7M Sell
78,360
-89,470
-53% -$12.2M 0.06% 230
2013
Q4 		$22.7M Buy
167,830
+27,826
+20% +$3.61M 0.13% 192
2013
Q3 		$17.6M Sell
140,004
-75,736
-35% -$9.13M 0.11% 217
2013
Q2 		$24.1M Buy
+215,740
New +$23.6M 0.17% 178

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westfield Capital Management's IWO Position: Q1 2025 in Review

Westfield Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2025, closing a stake of 38,165 shares — an estimated $11M sold.

Westfield Capital Management first reported a position in IWO in Q2 2013 and held it in 21 quarters. The position peaked at $30.5M in Q4 2020. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

  • Westfield Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Westfield Capital Management sold 38,165 iShares Russell 2000 Growth ETF shares in Q1 2025, an estimated $11M.
  • Westfield Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 21 quarters.
  • Westfield Capital Management's iShares Russell 2000 Growth ETF position peaked at $30.5M in Q4 2020.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

Based on Westfield Capital Management's 13F filing for Q1 2025, filed 9 May 2025.