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 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 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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

GW&K Investment Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 99% in Q1 2026, selling an estimated $933K and leaving 40 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

GW&K Investment Management first reported a position in IWO in Q4 2015 and has held it in 14 quarters since. The position peaked at $2.06M in Q4 2023. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

GW&K Investment Management held 40 shares of iShares Russell 2000 Growth ETF worth $13K as of Q1 2026.
GW&K Investment Management sold 2,804 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $933K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #841 holding.
GW&K Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 14 quarters since.
GW&K Investment Management's iShares Russell 2000 Growth ETF position peaked at $2.06M in Q4 2023.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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