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GW&K Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

GW&K Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,675
Closed -$222K – 618
2022
Q2 		$222K Buy
+3,675
New +$243K ﹤0.01% 334

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GW&K Investment Management's IVW Position: Q3 2022 in Review

GW&K Investment Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2022, closing a stake of 3,675 shares — an estimated $222K sold.

GW&K Investment Management first reported a position in IVW in Q2 2022 and held it in 1 quarter. The position peaked at $222K in Q2 2022. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

  • GW&K Investment Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • GW&K Investment Management sold 3,675 iShares S&P 500 Growth ETF shares in Q3 2022, an estimated $222K.
  • GW&K Investment Management first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 1 quarter.
  • GW&K Investment Management's iShares S&P 500 Growth ETF position peaked at $222K in Q2 2022.
  • 1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on GW&K Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.