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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$589K	Buy	5,337 +104	+2%	+$10.9K	﹤0.01%	356
2026 Q1	$509K	Sell	5,233 -148	-3%	-$14.8K	﹤0.01%	349
2025 Q4	$518K	Hold	5,381	–	–	﹤0.01%	345
2025 Q3	$520K	Hold	5,381	–	–	﹤0.01%	345
2025 Q2	$495K	Buy	5,381 +248	+5%	+$21.4K	﹤0.01%	341
2025 Q1	$437K	Buy	5,133 +853	+20%	+$76.1K	﹤0.01%	348
2024 Q4	$378K	Buy	4,280 +1,494	+54%	+$136K	﹤0.01%	346
2024 Q3	$246K	Hold	2,786	–	–	﹤0.01%	353
2024 Q2	$226K	Sell	2,786 -50	-2%	-$4.07K	﹤0.01%	350
2024 Q1	$238K	Hold	2,836	–	–	﹤0.01%	343
2023 Q4	$220K	Hold	2,836	–	–	﹤0.01%	347
2023 Q3	$196K	Hold	2,836	–	–	﹤0.01%	348
2023 Q2	$207K	Hold	2,836	–	–	﹤0.01%	338
2023 Q1	$198K	Buy	+2,836	New	+$200K	﹤0.01%	330
2022 Q1	–	Sell	-1	Closed	–	–	829
2021 Q4	$0	Buy	+1	New	+$82	﹤0.01%	391

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

GW&K Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,337 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

GW&K Investment Management first reported a position in IWR in Q4 2021 and has held it in 15 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GW&K Investment Management held 5,337 shares of iShares Russell Mid-Cap ETF worth $589K as of Q2 2026.
GW&K Investment Management bought 104 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.9K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #356 holding.
GW&K Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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