Wellington Management Group’s IF Bancorp IROQ Stock Holding History

Wellington Management Group’s Portfolio IROQ Stock Details IROQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-19,355	Closed	-$417K	–	2186
2021 Q1	$417K	Sell	19,355 -4,482	-19%	-$93.6K	﹤0.01%	1901
2020 Q4	$513K	Sell	23,837 -1,463	-6%	-$28.1K	﹤0.01%	1710
2020 Q3	$391K	Sell	25,300 -8,868	-26%	-$142K	﹤0.01%	1762
2020 Q2	$562K	Sell	34,168 -7,308	-18%	-$120K	﹤0.01%	1621
2020 Q1	$664K	Sell	41,476 -9,510	-19%	-$199K	﹤0.01%	1634
2019 Q4	$1.17M	Sell	50,986 -1,836	-3%	-$40.5K	﹤0.01%	1669
2019 Q3	$1.11M	Sell	52,822 -489	-0.9%	-$10.5K	﹤0.01%	1705
2019 Q2	$1.11M	Sell	53,311 -3,769	-7%	-$76.2K	﹤0.01%	1741
2019 Q1	$1.14M	Sell	57,080 -7,710	-12%	-$159K	﹤0.01%	1731
2018 Q4	$1.3M	Sell	64,790 -6,083	-9%	-$132K	﹤0.01%	1744
2018 Q3	$1.63M	Hold	70,873	–	–	﹤0.01%	1760
2018 Q2	$1.73M	Sell	70,873 -13,674	-16%	-$293K	﹤0.01%	1759
2018 Q1	$1.68M	Sell	84,547 -24,915	-23%	-$498K	﹤0.01%	1781
2017 Q4	$2.16M	Sell	109,462 -35,315	-24%	-$692K	﹤0.01%	1724
2017 Q3	$2.79M	Sell	144,777 -4,788	-3%	-$94.7K	﹤0.01%	1640
2017 Q2	$2.92M	Sell	149,565 -15,600	-9%	-$309K	﹤0.01%	1603
2017 Q1	$3.29M	Sell	165,165 -1,172	-0.7%	-$23.1K	﹤0.01%	1601
2016 Q4	$3.08M	Sell	166,337 -37,940	-19%	-$717K	﹤0.01%	1569
2016 Q3	$3.81M	Sell	204,277 -10,941	-5%	-$205K	﹤0.01%	1470
2016 Q2	$3.95M	Sell	215,218 -27,201	-11%	-$504K	﹤0.01%	1422
2016 Q1	$4.49M	Hold	242,419	–	–	﹤0.01%	1389
2015 Q4	$4.49M	Hold	242,419	–	–	﹤0.01%	1394
2015 Q3	$4.16M	Sell	242,419 -6,281	-3%	-$105K	﹤0.01%	1408
2015 Q2	$4.11M	Sell	248,700 -46,319	-16%	-$771K	﹤0.01%	1455
2015 Q1	$4.93M	Hold	295,019	–	–	﹤0.01%	1461
2014 Q4	$4.89M	Sell	295,019 -54,548	-16%	-$918K	﹤0.01%	1452
2014 Q3	$5.89M	Hold	349,567	–	–	﹤0.01%	1397
2014 Q2	$5.78M	Hold	349,567	–	–	﹤0.01%	1423
2014 Q1	$5.69M	Hold	349,567	–	–	﹤0.01%	1412
2013 Q4	$5.84M	Hold	349,567	–	–	﹤0.01%	1414
2013 Q3	$5.63M	Hold	349,567	–	–	﹤0.01%	1409
2013 Q2	$5.26M	Buy	+349,567	New	+$5.34M	﹤0.01%	1407

Other funds holding IROQ

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

Wellington Management Group's IROQ Position: Q2 2021 in Review

Wellington Management Group sold out of IF Bancorp (IROQ) in Q2 2021, closing a stake of 19,355 shares — an estimated $417K sold.

Wellington Management Group first reported a position in IROQ in Q2 2013 and held it in 32 quarters. The position peaked at $5.89M in Q3 2014. 17 funds tracked by Wall St. Rank hold IROQ as of Q2 2021.

Wellington Management Group reported no remaining IF Bancorp position as of Q2 2021 after selling out during the quarter.
Wellington Management Group sold 19,355 IF Bancorp shares in Q2 2021, an estimated $417K.
Wellington Management Group first reported a position in IF Bancorp in Q2 2013 and held it in 32 quarters.
Wellington Management Group's IF Bancorp position peaked at $5.89M in Q3 2014.
17 funds tracked by Wall St. Rank held IF Bancorp as of Q2 2021.

Based on Wellington Management Group's 13F filing for Q2 2021, filed 16 Aug 2021.