GW&K Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GW&K Investment Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Buy	38,573 +1,686	+5%	+$124K	0.02%	301
2026 Q1	$2.49M	Buy	36,887 +2,409	+7%	+$167K	0.02%	300
2025 Q4	$2.28M	Buy	34,478 +5,964	+21%	+$391K	0.02%	304
2025 Q3	$1.86M	Buy	28,514 +5,315	+23%	+$342K	0.02%	316
2025 Q2	$1.44M	Buy	23,199 +5,475	+31%	+$321K	0.01%	315
2025 Q1	$1.03M	Buy	17,724 +3,644	+26%	+$226K	0.01%	327
2024 Q4	$877K	Buy	14,080 +3,447	+32%	+$221K	0.01%	326
2024 Q3	$663K	Buy	10,633 +733	+7%	+$44.2K	0.01%	326
2024 Q2	$579K	Buy	9,900 +850	+9%	+$49.9K	0.01%	327
2024 Q1	$550K	Buy	9,050 +5,425	+150%	+$307K	﹤0.01%	325
2023 Q4	$201K	Buy	3,625 +305	+9%	+$15.5K	﹤0.01%	349
2023 Q3	$166K	Buy	3,320 +720	+28%	+$37.7K	﹤0.01%	351
2023 Q2	$136K	Hold	2,600	–	–	﹤0.01%	349
2023 Q1	$130K	Buy	+2,600	New	+$132K	﹤0.01%	334

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GW&K Investment Management's IJH Position: Q2 2026 in Review

GW&K Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, buying an estimated $124K and bringing the position to 38,573 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #301.

GW&K Investment Management first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

GW&K Investment Management held 38,573 shares of iShares Core S&P Mid-Cap ETF worth $2.97M as of Q2 2026.
GW&K Investment Management bought 1,686 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $124K.
iShares Core S&P Mid-Cap ETF made up 0.02% of GW&K Investment Management's portfolio in Q2 2026, its #301 holding.
GW&K Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.