Wellington Management Group
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Wellington Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wellington Management Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270M Buy
1,090,063
+156,964
+17% +$40.5M 0.05% 316
2025
Q4 		$230M Sell
933,099
-247,580
-21% -$60.9M 0.04% 353
2025
Q3 		$286M Buy
1,180,679
+224,733
+24% +$51.6M 0.05% 311
2025
Q2 		$206M Sell
955,946
-142,566
-13% -$28.7M 0.04% 354
2025
Q1 		$219M Buy
1,098,512
+421,982
+62% +$91.5M 0.04% 327
2024
Q4 		$149M Sell
676,530
-844,415
-56% -$193M 0.03% 436
2024
Q3 		$336M Buy
1,520,945
+496,708
+48% +$106M 0.06% 281
2024
Q2 		$208M Buy
1,024,237
+154,305
+18% +$31.2M 0.04% 374
2024
Q1 		$183M Sell
869,932
-493,144
-36% -$98.4M 0.03% 403
2023
Q4 		$274M Buy
1,363,076
+317,163
+30% +$56.8M 0.05% 326
2023
Q3 		$185M Sell
1,045,913
-598,517
-36% -$112M 0.04% 387
2023
Q2 		$308M Buy
1,644,430
+162,355
+11% +$28.9M 0.06% 297
2023
Q1 		$264M Sell
1,482,075
-88,645
-6% -$16.3M 0.05% 331
2022
Q4 		$274M Buy
1,570,720
+78,513
+5% +$14M 0.05% 319
2022
Q3 		$246M Buy
1,492,207
+376,510
+34% +$68.7M 0.05% 318
2022
Q2 		$189M Sell
1,115,697
-344,490
-24% -$63.5M 0.04% 388
2022
Q1 		$300M Buy
1,460,187
+124,206
+9% +$25.3M 0.05% 316
2021
Q4 		$297M Buy
1,335,981
+20,765
+2% +$4.69M 0.05% 343
2021
Q3 		$288M Buy
1,315,216
+42,996
+3% +$9.53M 0.05% 354
2021
Q2 		$292M Buy
1,272,220
+470,329
+59% +$106M 0.05% 355
2021
Q1 		$177M Sell
801,891
-52,412
-6% -$11.4M 0.03% 450
2020
Q4 		$167M Buy
854,303
+14,533
+2% +$2.54M 0.03% 457
2020
Q3 		$126M Sell
839,770
-271,773
-24% -$40.9M 0.03% 474
2020
Q2 		$159M Buy
1,111,543
+252,729
+29% +$33.2M 0.04% 411
2020
Q1 		$98.3M Sell
858,814
-721,690
-46% -$108M 0.03% 462
2019
Q4 		$262M Sell
1,580,504
-209,741
-12% -$33.1M 0.05% 326
2019
Q3 		$271M Buy
1,790,245
+883,667
+97% +$135M 0.06% 302
2019
Q2 		$141M Sell
906,578
-109,651
-11% -$16.9M 0.03% 463
2019
Q1 		$156M Buy
1,016,229
+264,171
+35% +$39.7M 0.04% 430
2018
Q4 		$101M Sell
752,058
-665,234
-47% -$99.3M 0.03% 514
2018
Q3 		$239M Buy
1,417,292
+508,029
+56% +$85.8M 0.05% 345
2018
Q2 		$149M Sell
909,263
-306,239
-25% -$49M 0.03% 457
2018
Q1 		$185M Sell
1,215,502
-168,825
-12% -$26.1M 0.04% 402
2017
Q4 		$211M Buy
1,384,327
+246,909
+22% +$37.1M 0.05% 358
2017
Q3 		$169M Sell
1,137,418
-178,167
-14% -$25.1M 0.04% 391
2017
Q2 		$185M Sell
1,315,585
-109,677
-8% -$15.2M 0.04% 351
2017
Q1 		$196M Buy
1,425,262
+400,941
+39% +$54.8M 0.05% 339
2016
Q4 		$138M Sell
1,024,321
-446,562
-30% -$57.1M 0.03% 404
2016
Q3 		$183M Buy
1,470,883
+482,061
+49% +$58.6M 0.05% 337
2016
Q2 		$114M Buy
988,822
+254,760
+35% +$28.7M 0.03% 442
2016
Q1 		$81.2M Sell
734,062
-336,923
-31% -$34.9M 0.02% 529
2015
Q4 		$120M Buy
1,070,985
+16,825
+2% +$1.94M 0.03% 418
2015
Q3 		$115M Sell
1,054,160
-323,385
-23% -$38.3M 0.03% 411
2015
Q2 		$172M Buy
1,377,545
+350,856
+34% +$43.8M 0.04% 350
2015
Q1 		$128M Sell
1,026,689
-686,891
-40% -$82.8M 0.03% 442
2014
Q4 		$205M Sell
1,713,580
-13,797
-0.8% -$1.58M 0.05% 332
2014
Q3 		$189M Buy
1,727,377
+283,044
+20% +$32.4M 0.05% 341
2014
Q2 		$172M Buy
1,444,333
+927,808
+180% +$105M 0.05% 404
2014
Q1 		$60.1M Sell
516,525
-743,914
-59% -$85.8M 0.02% 682
2013
Q4 		$145M Sell
1,260,439
-178,694
-12% -$19.7M 0.04% 416
2013
Q3 		$153M Buy
1,439,133
+455,172
+46% +$47.1M 0.05% 387
2013
Q2 		$95.6M Buy
+983,961
New +$94M 0.03% 482

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wellington Management Group's IWM Position: Q1 2026 in Review

Wellington Management Group increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2026, buying an estimated $40.5M and bringing the position to 1,090,063 shares worth $270M. The position accounts for 0.05% of the portfolio, ranked #316.

Wellington Management Group first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $336M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wellington Management Group held 1,090,063 shares of iShares Russell 2000 ETF worth $270M as of Q1 2026.
  • Wellington Management Group bought 156,964 iShares Russell 2000 ETF shares in Q1 2026, an estimated $40.5M.
  • iShares Russell 2000 ETF made up 0.05% of Wellington Management Group's portfolio in Q1 2026, its #316 holding.
  • Wellington Management Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's iShares Russell 2000 ETF position peaked at $336M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.