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

GW&K Investment Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-789
Closed -$143K – 1029
2025
Q4 		$143K Buy
+789
New +$142K ﹤0.01% 423
2025
Q1 		– Sell
-418
Closed -$69K – 1020
2024
Q4 		$69K Buy
418
+254
+155% +$43.3K ﹤0.01% 429
2024
Q3 		$27K Buy
+164
New +$26.6K ﹤0.01% 550
2024
Q1 		– Sell
-699
Closed -$109K – 944
2023
Q4 		$109K Buy
+699
New +$96.8K ﹤0.01% 372
2023
Q1 		– Sell
-1,813
Closed -$251K – 538
2022
Q4 		$251K Buy
1,813
+59
+3% +$8.33K ﹤0.01% 326
2022
Q3 		$226K Buy
1,754
+1,594
+996% +$230K ﹤0.01% 329
2022
Q2 		$22K Buy
+160
New +$23.8K ﹤0.01% 411
2022
Q1 		– Sell
-163
Closed -$27K – 827
2021
Q4 		$27K Buy
+163
New +$27.2K ﹤0.01% 365
2021
Q1 		– Sell
-346
Closed -$46K – 390
2020
Q4 		$46K Buy
+346
New +$40.8K ﹤0.01% 348
2020
Q2 		– Sell
-25
Closed -$2K – 372
2020
Q1 		$2K Sell
25
-1,007
-98% -$113K ﹤0.01% 374
2019
Q4 		$133K Buy
+1,032
New +$128K ﹤0.01% 335
2019
Q1 		– Sell
-4,791
Closed -$515K – 308
2018
Q4 		$515K Buy
+4,791
New +$577K 0.01% 230

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

GW&K Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 789 shares — an estimated $143K sold.

GW&K Investment Management first reported a position in IWN in Q4 2018 and held it in 12 quarters. The position peaked at $515K in Q4 2018. 1,035 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • GW&K Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • GW&K Investment Management sold 789 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $143K.
  • GW&K Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and held it in 12 quarters.
  • GW&K Investment Management's iShares Russell 2000 Value ETF position peaked at $515K in Q4 2018.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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