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

GW&K Investment Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.96M Buy
23,792
+2,484
+12% +$316K 0.03% 290
2025
Q4 		$2.56M Buy
21,308
+2,695
+14% +$322K 0.02% 293
2025
Q3 		$2.21M Buy
18,613
+4,724
+34% +$543K 0.02% 308
2025
Q2 		$1.52M Buy
13,889
+1,924
+16% +$199K 0.01% 314
2025
Q1 		$1.25M Buy
11,965
+1,807
+18% +$204K 0.01% 324
2024
Q4 		$1.17M Buy
10,158
+2,724
+37% +$325K 0.01% 322
2024
Q3 		$869K Buy
7,434
+55
+0.7% +$6.21K 0.01% 322
2024
Q2 		$787K Sell
7,379
-121
-2% -$12.9K 0.01% 323
2024
Q1 		$829K Sell
7,500
-217
-3% -$23K 0.01% 319
2023
Q4 		$835K Buy
7,717
+1,878
+32% +$181K 0.01% 322
2023
Q3 		$551K Buy
5,839
+3,299
+130% +$330K 0.01% 326
2023
Q2 		$253K Buy
2,540
+418
+20% +$39.8K ﹤0.01% 334
2023
Q1 		$205K Buy
2,122
+1,028
+94% +$103K ﹤0.01% 326
2022
Q4 		$104K Buy
+1,094
New +$105K ﹤0.01% 331
2022
Q3 		– Sell
-356
Closed -$33K – 606
2022
Q2 		$33K Buy
+356
New +$35.4K ﹤0.01% 398

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GW&K Investment Management's IJR Position: Q1 2026 in Review

GW&K Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q1 2026, buying an estimated $316K and bringing the position to 23,792 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #290.

GW&K Investment Management first reported a position in IJR in Q2 2022 and has held it in 15 quarters since. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • GW&K Investment Management held 23,792 shares of iShares Core S&P Small-Cap ETF worth $2.96M as of Q1 2026.
  • GW&K Investment Management bought 2,484 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $316K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of GW&K Investment Management's portfolio in Q1 2026, its #290 holding.
  • GW&K Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.