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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$385K	Hold	1,804	–	–	﹤0.01%	364
2025 Q4	$379K	Hold	1,804	–	–	﹤0.01%	361
2025 Q3	$367K	Hold	1,804	–	–	﹤0.01%	362
2025 Q2	$350K	Hold	1,804	–	–	﹤0.01%	353
2025 Q1	$339K	Sell	1,804 -332	-16%	-$63.2K	﹤0.01%	356
2024 Q4	$395K	Sell	2,136 -69	-3%	-$13.2K	﹤0.01%	345
2024 Q3	$419K	Buy	2,205 +2	+0.1%	+$364	﹤0.01%	339
2024 Q2	$384K	Buy	2,203 +3	+0.1%	+$525	﹤0.01%	337
2024 Q1	$394K	Hold	2,200	–	–	﹤0.01%	330
2023 Q4	$364K	Hold	2,200	–	–	﹤0.01%	338
2023 Q3	$334K	Hold	2,200	–	–	﹤0.01%	337
2023 Q2	$347K	Buy	2,200 +165	+8%	+$25.2K	﹤0.01%	329
2023 Q1	$310K	Buy	+2,035	New	+$314K	﹤0.01%	325

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

GW&K Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,804 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

GW&K Investment Management first reported a position in IWD in Q1 2023 and has held it in 13 quarters since. The position peaked at $419K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

GW&K Investment Management held 1,804 shares of iShares Russell 1000 Value ETF worth $385K as of Q1 2026.
GW&K Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #364 holding.
GW&K Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 13 quarters since.
GW&K Investment Management's iShares Russell 1000 Value ETF position peaked at $419K in Q3 2024.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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