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GW&K Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

GW&K Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7M Sell
107,825
-48,035
-31% -$12.4M 0.24% 156
2025
Q4 		$38.4M Buy
155,860
+92,151
+145% +$22.7M 0.33% 117
2025
Q3 		$15.4M Buy
63,709
+13,136
+26% +$3.01M 0.14% 229
2025
Q2 		$10.9M Sell
50,573
-54,224
-52% -$10.9M 0.1% 247
2025
Q1 		$20.9M Sell
104,797
-18,393
-15% -$3.99M 0.19% 196
2024
Q4 		$27.2M Buy
123,190
+71,895
+140% +$16.4M 0.23% 164
2024
Q3 		$11.3M Sell
51,295
-14,936
-23% -$3.2M 0.1% 247
2024
Q2 		$13.4M Buy
66,231
+13,125
+25% +$2.65M 0.12% 231
2024
Q1 		$11.2M Sell
53,106
-156,610
-75% -$31.2M 0.1% 250
2023
Q4 		$42.1M Buy
209,716
+154,488
+280% +$27.7M 0.39% 101
2023
Q3 		$9.76M Buy
55,228
+31,198
+130% +$5.86M 0.1% 239
2023
Q2 		$4.5M Sell
24,030
-38,822
-62% -$6.92M 0.04% 279
2023
Q1 		$11.2M Sell
62,852
-137,948
-69% -$25.4M 0.11% 211
2022
Q4 		$35M Buy
200,800
+159,867
+391% +$28.4M 0.36% 125
2022
Q3 		$6.75M Sell
40,933
-162,807
-80% -$29.7M 0.07% 213
2022
Q2 		$34.5M Buy
203,740
+168,226
+474% +$31M 0.37% 122
2022
Q1 		$7.29M Sell
35,514
-57,740
-62% -$11.8M 0.07% 225
2021
Q4 		$20.7M Buy
93,254
+65,256
+233% +$14.7M 0.17% 195
2021
Q3 		$6.13M Buy
27,998
+12,599
+82% +$2.79M 0.05% 247
2021
Q2 		$3.53M Buy
15,399
+10,175
+195% +$2.29M 0.03% 304
2021
Q1 		$1.15M Sell
5,224
-38,918
-88% -$8.5M 0.01% 327
2020
Q4 		$8.65M Buy
44,142
+3,385
+8% +$592K 0.09% 224
2020
Q3 		$6.11M Sell
40,757
-41,544
-50% -$6.25M 0.08% 232
2020
Q2 		$11.8M Sell
82,301
-177,147
-68% -$23.2M 0.17% 202
2020
Q1 		$29.7M Buy
259,448
+167,413
+182% +$25M 0.52% 65
2019
Q4 		$15.2M Buy
92,035
+79,104
+612% +$12.5M 0.2% 183
2019
Q3 		$1.96M Buy
12,931
+9,810
+314% +$1.5M 0.03% 265
2019
Q2 		$485K Buy
+3,121
New +$481K 0.01% 293
2019
Q1 		– Sell
-237,413
Closed -$31.8M – 307
2018
Q4 		$31.8M Buy
+237,413
New +$35.4M 0.63% 42
2018
Q1 		– Sell
-114,337
Closed -$17.4M – 297
2017
Q4 		$17.4M Buy
+114,337
New +$17.2M 0.3% 142
2017
Q1 		– Sell
-48,607
Closed -$6.55M – 235
2016
Q4 		$6.55M Buy
+48,607
New +$6.21M 0.13% 183
2016
Q1 		– Sell
-155,224
Closed -$17.5M – 224
2015
Q4 		$17.5M Buy
155,224
+146,130
+1,607% +$16.9M 0.41% 104
2015
Q3 		$993K Buy
+9,094
New +$1.08M 0.02% 208
2015
Q1 		– Sell
-89,223
Closed -$10.7M – 226
2014
Q4 		$10.7M Buy
+89,223
New +$10.2M 0.26% 130
2014
Q1 		– Sell
-10,840
Closed -$1.25M – 226
2013
Q4 		$1.25M Buy
+10,840
New +$1.2M 0.03% 167

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

GW&K Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 31% in Q1 2026, selling an estimated $12.4M and leaving 107,825 shares worth $26.7M. The position accounts for 0.24% of the portfolio, ranked #156.

GW&K Investment Management first reported a position in IWM in Q4 2013 and has held it in 35 quarters since. The position peaked at $42.1M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • GW&K Investment Management held 107,825 shares of iShares Russell 2000 ETF worth $26.7M as of Q1 2026.
  • GW&K Investment Management sold 48,035 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.4M.
  • iShares Russell 2000 ETF made up 0.24% of GW&K Investment Management's portfolio in Q1 2026, its #156 holding.
  • GW&K Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 35 quarters since.
  • GW&K Investment Management's iShares Russell 2000 ETF position peaked at $42.1M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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