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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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