GW&K Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47K	Hold	114	–	–	﹤0.01%	603
2026 Q1	$41K	Hold	114	–	–	﹤0.01%	599
2025 Q4	$43K	Hold	114	–	–	﹤0.01%	582
2025 Q3	$42K	Hold	114	–	–	﹤0.01%	564
2025 Q2	$39K	Hold	114	–	–	﹤0.01%	547
2025 Q1	$35K	Hold	114	–	–	﹤0.01%	542
2024 Q4	$37K	Hold	114	–	–	﹤0.01%	514
2024 Q3	$36K	Hold	114	–	–	﹤0.01%	498
2024 Q2	$34K	Hold	114	–	–	﹤0.01%	482
2024 Q1	$33K	Hold	114	–	–	﹤0.01%	470
2023 Q4	$30K	Hold	114	–	–	﹤0.01%	461
2023 Q3	$27K	Hold	114	–	–	﹤0.01%	450
2023 Q2	$28K	Buy	+114	New	+$26.3K	﹤0.01%	436

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

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

GW&K Investment Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 114 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

GW&K Investment Management first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

GW&K Investment Management held 114 shares of iShares Russell 1000 ETF worth $47K as of Q2 2026.
GW&K Investment Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #603 holding.
GW&K Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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