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Wellington Group’s iShares Russell 1000 ETF IWB Stock Holding History

Wellington Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-124
Closed -$44.2K – 256
2026
Q1 		$44.2K Sell
124
-145
-54% -$54K 0.01% 279
2025
Q4 		$100K Buy
+269
New +$99.6K 0.03% 181

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Group's IWB Position: Q2 2026 in Review

Wellington Group sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 124 shares — an estimated $44.2K sold.

Wellington Group first reported a position in IWB in Q4 2025 and held it in 2 quarters. The position peaked at $100K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Wellington Group reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 124 iShares Russell 1000 ETF shares in Q2 2026, an estimated $44.2K.
  • Wellington Group first reported a position in iShares Russell 1000 ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's iShares Russell 1000 ETF position peaked at $100K in Q4 2025.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.