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

GW&K Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17K Buy
42
+2
+5% +$730 ﹤0.01% 828
2026
Q1 		$13K Sell
40
-2,804
-99% -$933K ﹤0.01% 841
2025
Q4 		$919K Buy
+2,844
New +$925K 0.01% 333
2025
Q1 		– Sell
-3,354
Closed -$965K – 1021
2024
Q4 		$965K Buy
3,354
+2,780
+484% +$822K 0.01% 325
2024
Q3 		$163K Buy
+574
New +$157K ﹤0.01% 370
2024
Q1 		– Sell
-8,188
Closed -$2.06M – 945
2023
Q4 		$2.06M Buy
+8,188
New +$1.85M 0.02% 304
2023
Q1 		– Sell
-9,094
Closed -$1.95M – 539
2022
Q4 		$1.95M Buy
9,094
+8,629
+1,856% +$1.89M 0.02% 308
2022
Q3 		$96K Buy
+465
New +$105K ﹤0.01% 332
2022
Q1 		– Sell
-2,665
Closed -$781K – 828
2021
Q4 		$781K Buy
+2,665
New +$803K 0.01% 324
2021
Q1 		– Sell
-293
Closed -$84K – 391
2020
Q4 		$84K Buy
+293
New +$74.7K ﹤0.01% 341
2020
Q2 		– Sell
-265
Closed -$42K – 373
2020
Q1 		$42K Sell
265
-1,524
-85% -$303K ﹤0.01% 337
2019
Q4 		$383K Buy
+1,789
New +$363K 0.01% 303
2019
Q1 		– Sell
-11,701
Closed -$1.97M – 309
2018
Q4 		$1.97M Buy
+11,701
New +$2.18M 0.04% 224
2018
Q1 		– Sell
-1,481
Closed -$277K – 298
2017
Q4 		$277K Buy
+1,481
New +$270K ﹤0.01% 241
2016
Q1 		– Sell
-3,239
Closed -$451K – 225
2015
Q4 		$451K Buy
+3,239
New +$459K 0.01% 221

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

GW&K Investment Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 5% in Q2 2026, buying an estimated $730 and bringing the position to 42 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

GW&K Investment Management first reported a position in IWO in Q4 2015 and has held it in 15 quarters since. The position peaked at $2.06M in Q4 2023. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • GW&K Investment Management held 42 shares of iShares Russell 2000 Growth ETF worth $17K as of Q2 2026.
  • GW&K Investment Management bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #828 holding.
  • GW&K Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 15 quarters since.
  • GW&K Investment Management's iShares Russell 2000 Growth ETF position peaked at $2.06M in Q4 2023.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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