GW&K Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5K	Hold	14	–	–	﹤0.01%	939
2025 Q4	$5K	Hold	14	–	–	﹤0.01%	926
2025 Q3	$5K	Hold	14	–	–	﹤0.01%	922
2025 Q2	$5K	Hold	14	–	–	﹤0.01%	916
2025 Q1	$4K	Hold	14	–	–	﹤0.01%	925
2024 Q4	$5K	Hold	14	–	–	﹤0.01%	866
2024 Q3	$5K	Hold	14	–	–	﹤0.01%	853
2024 Q2	$4K	Hold	14	–	–	﹤0.01%	842
2024 Q1	$4K	Hold	14	–	–	﹤0.01%	821
2023 Q4	$4K	Hold	14	–	–	﹤0.01%	832
2023 Q3	$3K	Hold	14	–	–	﹤0.01%	828
2023 Q2	$4K	Buy	14 +5	+56%	+$1.2K	﹤0.01%	807
2023 Q1	$2K	Buy	+9	New	+$2.08K	﹤0.01%	440

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GW&K Investment Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 14 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

GW&K Investment Management first reported a position in IWV in Q1 2023 and has held it in 13 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

GW&K Investment Management held 14 shares of iShares Russell 3000 ETF worth $5K as of Q1 2026.
GW&K Investment Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #939 holding.
GW&K Investment Management first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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