GW&K Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Hold	1,521	–	–	﹤0.01%	400
2026 Q1	$195K	Hold	1,521	–	–	﹤0.01%	395
2025 Q4	$208K	Hold	1,521	–	–	﹤0.01%	396
2025 Q3	$217K	Hold	1,521	–	–	﹤0.01%	386
2025 Q2	$211K	Hold	1,521	–	–	﹤0.01%	374
2025 Q1	$179K	Buy	+1,521	New	+$196K	﹤0.01%	382

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

GW&K Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,521 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

GW&K Investment Management first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

GW&K Investment Management held 1,521 shares of iShares Russell Mid-Cap Growth ETF worth $223K as of Q2 2026.
GW&K Investment Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #400 holding.
GW&K Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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