Westfield Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,165
| Closed | -$11M | – | 261 |
|
|
2024
Q4 | $11M | Buy |
+38,165
| New | +$11M | 0.05% | 183 |
|
|
2024
Q1 | – | Sell |
-1,445
| Closed | -$364K | – | 254 |
|
|
2023
Q4 | $364K | Buy |
+1,445
| New | +$364K | ﹤0.01% | 237 |
|
|
2023
Q1 | – | Sell |
-3,648
| Closed | -$783K | – | 245 |
|
|
2022
Q4 | $783K | Buy |
+3,648
| New | +$783K | 0.01% | 206 |
|
|
2022
Q1 | – | Sell |
-2,435
| Closed | -$714K | – | 249 |
|
|
2021
Q4 | $714K | Buy |
+2,435
| New | +$714K | ﹤0.01% | 229 |
|
|
2021
Q1 | – | Sell |
-106,520
| Closed | -$30.5M | – | 259 |
|
|
2020
Q4 | $30.5M | Buy |
+106,520
| New | +$30.5M | 0.18% | 157 |
|
|
2020
Q1 | – | Sell |
-6,015
| Closed | -$1.29M | – | 237 |
|
|
2019
Q4 | $1.29M | Buy |
+6,015
| New | +$1.29M | 0.01% | 216 |
|
|
2019
Q1 | – | Sell |
-5,560
| Closed | -$934K | – | 262 |
|
|
2018
Q4 | $934K | Buy |
+5,560
| New | +$934K | 0.01% | 224 |
|
|
2017
Q1 | – | Sell |
-30,125
| Closed | -$4.64M | – | 282 |
|
|
2016
Q4 | $4.64M | Buy |
30,125
+3,245
| +12% | +$499K | 0.04% | 226 |
|
|
2016
Q3 | $4M | Buy |
26,880
+8,140
| +43% | +$1.21M | 0.03% | 224 |
|
|
2016
Q2 | $2.57M | Sell |
18,740
-11,450
| -38% | -$1.57M | 0.02% | 230 |
|
|
2016
Q1 | $4M | Sell |
30,190
-30,066
| -50% | -$3.99M | 0.03% | 215 |
|
|
2015
Q4 | $8.39M | Buy |
60,256
+50,956
| +548% | +$7.1M | 0.06% | 204 |
|
|
2015
Q3 | $1.25M | Buy |
+9,300
| New | +$1.25M | 0.01% | 223 |
|
|
2015
Q2 | – | Sell |
-71,940
| Closed | -$10.9M | – | 298 |
|
|
2015
Q1 | $10.9M | Buy |
71,940
+62,540
| +665% | +$9.48M | 0.06% | 230 |
|
|
2014
Q4 | $1.34M | Sell |
9,400
-124,150
| -93% | -$17.7M | 0.01% | 273 |
|
|
2014
Q3 | $17.3M | Buy |
133,550
+121,550
| +1,013% | +$15.8M | 0.11% | 207 |
|
|
2014
Q2 | $1.66M | Sell |
12,000
-66,360
| -85% | -$9.19M | 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% | +$3.77M | 0.13% | 192 |
|
|
2013
Q3 | $17.6M | Sell |
140,004
-75,736
| -35% | -$9.53M | 0.11% | 217 |
|
|
2013
Q2 | $24.1M | Buy |
+215,740
| New | +$24.1M | 0.17% | 178 |
|