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 Q2	$18.3M	Buy	87,930 +25,344	+40%	+$7.12M	﹤0.01%	1097
2026 Q1	$17.7M	Buy	62,586 +11,095	+22%	+$2.86M	﹤0.01%	1066
2025 Q4	$26.9M	Sell	51,491 -27,500	-35%	-$6.76M	﹤0.01%	936
2025 Q3	$28.2M	Buy	78,991 +25,443	+48%	+$5.84M	﹤0.01%	903
2025 Q2	$8.84M	Buy	+53,548	New	+$10.8M	﹤0.01%	1238
2025 Q1	–	Sell	-36,906	Closed	-$8.45M	–	1995
2024 Q4	$8.45M	Sell	36,906 -1,746	-5%	-$398K	﹤0.01%	1242
2024 Q3	$5.14M	Buy	+38,652	New	+$8.27M	﹤0.01%	1324
2018 Q1	–	Sell	-137,480	Closed	-$17.2M	–	2253
2017 Q4	$17.2M	Sell	137,480 -82,230	-37%	-$12.4M	﹤0.01%	1106
2017 Q3	$23.6M	Buy	219,710 +88,079	+67%	+$12.4M	0.01%	998
2017 Q2	$16.7M	Sell	131,631 -39,169	-23%	-$5.42M	﹤0.01%	1092
2017 Q1	$24.2M	Buy	170,800 +62,090	+57%	+$8.48M	0.01%	970
2016 Q4	$39.3M	Sell	108,710 -36,293	-25%	-$4.64M	0.01%	779
2016 Q3	$32.2M	Sell	145,003 -132,757	-48%	-$16.1M	0.01%	823
2016 Q2	$22.8M	Sell	277,760 -1,009,579	-78%	-$114M	0.01%	910
2016 Q1	$31.8M	Sell	1,287,339 -15,357,047	-92%	-$1.59B	0.01%	789
2015 Q4	$86M	Buy	16,644,386 +3,334,626	+25%	+$385M	0.02%	512
2015 Q3	$108M	Buy	13,309,760 +856,745	+7%	+$102M	0.03%	427
2015 Q2	$49.2M	Sell	12,453,015 -786,839	-6%	-$98.3M	0.01%	731
2015 Q1	$21.8M	Buy	+13,239,854	New	+$1.6B	0.01%	1015

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group's IWM Position: Q2 2026 in Review

Wellington Management Group increased its iShares Russell 2000 ETF (IWM) stake by 181% in Q2 2026, buying an estimated $556M and bringing the position to 3,068,234 shares worth $922M. The position accounts for 0.16% of the portfolio, ranked #147.

Wellington Management Group first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wellington Management Group held 3,068,234 shares of iShares Russell 2000 ETF worth $922M as of Q2 2026.
Wellington Management Group bought 1,978,171 iShares Russell 2000 ETF shares in Q2 2026, an estimated $556M.
iShares Russell 2000 ETF made up 0.16% of Wellington Management Group's portfolio in Q2 2026, its #147 holding.
Wellington Management Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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