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 		$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
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.