Westfield Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$725K	Sell	4,949 -3,350	-40%	-$462K	﹤0.01%	267
2026 Q1	$1.06M	Sell	8,299 -9,981	-55%	-$1.35M	﹤0.01%	225
2025 Q4	$2.5M	Buy	18,280 +16,839	+1,169%	+$2.35M	0.01%	220
2025 Q3	$205K	Buy	+1,441	New	+$204K	﹤0.01%	234
2025 Q2	–	Sell	-3,914	Closed	-$460K	–	258
2025 Q1	$460K	Buy	3,914 +2,253	+136%	+$290K	﹤0.01%	239
2024 Q4	$210K	Sell	1,661 -803	-33%	-$102K	﹤0.01%	238
2024 Q3	$289K	Buy	2,464 +46	+2%	+$5.14K	﹤0.01%	247
2024 Q2	$267K	Buy	+2,418	New	+$266K	﹤0.01%	245
2023 Q1	–	Sell	-5,581	Closed	-$467K	–	246
2022 Q4	$467K	Sell	5,581 -11,687	-68%	-$984K	﹤0.01%	217
2022 Q3	$1.35M	Buy	17,268 +14,148	+453%	+$1.22M	0.01%	213
2022 Q2	$247K	Buy	+3,120	New	+$272K	﹤0.01%	232
2022 Q1	–	Sell	-8,998	Closed	-$1.04M	–	250
2021 Q4	$1.04M	Buy	8,998 +6,717	+294%	+$783K	0.01%	216
2021 Q3	$256K	Buy	2,281 +444	+24%	+$51.1K	﹤0.01%	234
2021 Q2	$208K	Sell	1,837 -167	-8%	-$17.8K	﹤0.01%	241
2021 Q1	$205K	Buy	+2,004	New	+$210K	﹤0.01%	243
2020 Q3	–	Sell	-5,560	Closed	-$440K	–	246
2020 Q2	$440K	Hold	5,560	–	–	﹤0.01%	224
2020 Q1	$338K	Hold	5,560	–	–	﹤0.01%	215
2019 Q4	$424K	Buy	+5,560	New	+$408K	﹤0.01%	226
2019 Q1	–	Sell	-13,190	Closed	-$750K	–	263
2018 Q4	$750K	Buy	+13,190	New	+$802K	0.01%	228
2018 Q1	–	Sell	-100,700	Closed	-$6.07M	–	258
2017 Q4	$6.07M	Buy	+100,700	New	+$5.92M	0.05%	211
2017 Q1	–	Sell	-32,410	Closed	-$1.58M	–	283
2016 Q4	$1.58M	Buy	+32,410	New	+$1.56M	0.01%	233
2016 Q1	–	Sell	-122,830	Closed	-$5.64M	–	277
2015 Q4	$5.64M	Buy	+122,830	New	+$5.71M	0.04%	215
2015 Q1	–	Sell	-6,770	Closed	-$316K	–	315
2014 Q4	$316K	Buy	+6,770	New	+$306K	﹤0.01%	304
2014 Q1	–	Sell	-6,000	Closed	-$253K	–	338
2013 Q4	$253K	Buy	+6,000	New	+$243K	﹤0.01%	319

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Westfield Capital Management's IWP Position: Q2 2026 in Review

Westfield Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 40% in Q2 2026, selling an estimated $462K and leaving 4,949 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Westfield Capital Management first reported a position in IWP in Q4 2013 and has held it in 24 quarters since. The position peaked at $6.07M in Q4 2017. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Westfield Capital Management held 4,949 shares of iShares Russell Mid-Cap Growth ETF worth $725K as of Q2 2026.
Westfield Capital Management sold 3,350 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $462K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Westfield Capital Management's portfolio in Q2 2026, its #267 holding.
Westfield Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 24 quarters since.
Westfield Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $6.07M in Q4 2017.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.