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GW&K Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

GW&K Investment Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14M Buy
18,645
+77
+0.4% +$56.1K 0.11% 249
2026
Q1 		$12.1M Buy
18,568
+1,239
+7% +$846K 0.11% 244
2025
Q4 		$11.9M Sell
17,329
-849
-5% -$577K 0.1% 249
2025
Q3 		$12.2M Buy
18,178
+1,673
+10% +$1.08M 0.11% 245
2025
Q2 		$10.2M Buy
16,505
+5,706
+53% +$3.28M 0.09% 248
2025
Q1 		$6.07M Buy
10,799
+5,806
+116% +$3.43M 0.06% 268
2024
Q4 		$2.94M Buy
4,993
+1,673
+50% +$990K 0.03% 301
2024
Q3 		$1.92M Buy
3,320
+247
+8% +$137K 0.02% 309
2024
Q2 		$1.68M Buy
3,073
+551
+22% +$290K 0.02% 314
2024
Q1 		$1.33M Buy
2,522
+411
+19% +$206K 0.01% 315
2023
Q4 		$1.01M Buy
2,111
+227
+12% +$102K 0.01% 318
2023
Q3 		$809K Buy
1,884
+1,877
+26,814% +$840K 0.01% 322
2023
Q2 		$3K Buy
+7
New +$2.95K ﹤0.01% 820

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

GW&K Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.41% in Q2 2026, buying an estimated $56.1K and bringing the position to 18,645 shares worth $14M. The position accounts for 0.11% of the portfolio, ranked #249.

GW&K Investment Management first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • GW&K Investment Management held 18,645 shares of iShares Core S&P 500 ETF worth $14M as of Q2 2026.
  • GW&K Investment Management bought 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
  • iShares Core S&P 500 ETF made up 0.11% of GW&K Investment Management's portfolio in Q2 2026, its #249 holding.
  • GW&K Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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