Wellington Management Group
IWO icon

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

Wellington Management Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.4M Buy
87,193
+36,441
+72% +$13.3M 0.01% 854
2026
Q1 		$15.9M Sell
50,752
-33,576
-40% -$11.2M ﹤0.01% 1105
2025
Q4 		$27.2M Buy
84,328
+39,262
+87% +$12.8M ﹤0.01% 928
2025
Q3 		$14.4M Sell
45,066
-141,575
-76% -$42.7M ﹤0.01% 1146
2025
Q2 		$53.4M Buy
186,641
+68,318
+58% +$18M 0.01% 671
2025
Q1 		$30.2M Sell
118,323
-63,496
-35% -$17.9M 0.01% 829
2024
Q4 		$52.3M Buy
181,819
+113,084
+165% +$33.5M 0.01% 694
2024
Q3 		$19.5M Sell
68,735
-88,633
-56% -$24.3M ﹤0.01% 961
2024
Q2 		$41.3M Buy
157,368
+87,550
+125% +$22.7M 0.01% 748
2024
Q1 		$18.9M Sell
69,818
-77,860
-53% -$19.9M ﹤0.01% 964
2023
Q4 		$37.2M Sell
147,678
-42,874
-22% -$9.66M 0.01% 788
2023
Q3 		$42.7M Sell
190,552
-212,565
-53% -$50.9M 0.01% 731
2023
Q2 		$97.8M Buy
403,117
+190,092
+89% +$43.6M 0.02% 552
2023
Q1 		$48.3M Sell
213,025
-137,513
-39% -$31.5M 0.01% 702
2022
Q4 		$75.2M Buy
350,538
+113,573
+48% +$24.9M 0.02% 593
2022
Q3 		$49M Sell
236,965
-339,183
-59% -$76.3M 0.01% 677
2022
Q2 		$119M Buy
576,148
+273,555
+90% +$61M 0.02% 498
2022
Q1 		$77.4M Buy
302,593
+192,447
+175% +$49.3M 0.01% 637
2021
Q4 		$32.3M Sell
110,146
-247,068
-69% -$74.5M 0.01% 963
2021
Q3 		$105M Buy
357,214
+280,378
+365% +$84.2M 0.02% 609
2021
Q2 		$23.9M Buy
76,836
+58,304
+315% +$17.5M ﹤0.01% 1048
2021
Q1 		$5.57M Sell
18,532
-5,477
-23% -$1.7M ﹤0.01% 1401
2020
Q4 		$6.88M Sell
24,009
-141,078
-85% -$36M ﹤0.01% 1264
2020
Q3 		$36.6M Buy
165,087
+139,267
+539% +$30.5M 0.01% 779
2020
Q2 		$5.34M Sell
25,820
-200,184
-89% -$37.4M ﹤0.01% 1202
2020
Q1 		$35.7M Buy
226,004
+39,639
+21% +$7.87M 0.01% 726
2019
Q4 		$39.9M Sell
186,365
-138,655
-43% -$28.1M 0.01% 820
2019
Q3 		$62.6M Sell
325,020
-263,759
-45% -$52.3M 0.01% 668
2019
Q2 		$118M Sell
588,779
-66,422
-10% -$13.1M 0.03% 523
2019
Q1 		$129M Sell
655,201
-42,082
-6% -$8.01M 0.03% 489
2018
Q4 		$117M Buy
697,283
+329,383
+90% +$61.4M 0.03% 458
2018
Q3 		$79.1M Sell
367,900
-75,673
-17% -$16.1M 0.02% 664
2018
Q2 		$90.6M Buy
443,573
+296,370
+201% +$59.3M 0.02% 602
2018
Q1 		$28.1M Sell
147,203
-290,765
-66% -$55.8M 0.01% 955
2017
Q4 		$81.8M Sell
437,968
-443,156
-50% -$80.9M 0.02% 631
2017
Q3 		$158M Buy
881,124
+45,914
+5% +$7.8M 0.04% 416
2017
Q2 		$141M Buy
835,210
+574,649
+221% +$94.6M 0.03% 400
2017
Q1 		$42.1M Sell
260,561
-571,963
-69% -$90.8M 0.01% 785
2016
Q4 		$128M Buy
832,524
+309,884
+59% +$46.3M 0.03% 423
2016
Q3 		$77.8M Buy
522,640
+46,333
+10% +$6.75M 0.02% 561
2016
Q2 		$65.3M Sell
476,307
-479,250
-50% -$64.7M 0.02% 600
2016
Q1 		$127M Buy
955,557
+288,020
+43% +$35.9M 0.03% 405
2015
Q4 		$93.1M Buy
667,537
+372,733
+126% +$52.9M 0.02% 490
2015
Q3 		$39.5M Buy
294,804
+42,854
+17% +$6.35M 0.01% 753
2015
Q2 		$38.9M Sell
251,950
-606,095
-71% -$92.9M 0.01% 801
2015
Q1 		$130M Buy
858,045
+311,604
+57% +$45.4M 0.03% 440
2014
Q4 		$77.8M Buy
546,441
+301,698
+123% +$40.8M 0.02% 598
2014
Q3 		$31.7M Sell
244,743
-38,690
-14% -$5.19M 0.01% 863
2014
Q2 		$39.2M Buy
283,433
+22,490
+9% +$2.96M 0.01% 818
2014
Q1 		$35.5M Sell
260,943
-50,010
-16% -$6.84M 0.01% 857
2013
Q4 		$42.1M Buy
310,953
+22,512
+8% +$2.92M 0.01% 792
2013
Q3 		$36.3M Sell
288,441
-234,917
-45% -$28.3M 0.01% 810
2013
Q2 		$58.4M Buy
+523,358
New +$57.2M 0.02% 641

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Wellington Management Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 72% in Q2 2026, buying an estimated $13.3M and bringing the position to 87,193 shares worth $34.4M. The position accounts for 0.01% of the portfolio, ranked #854.

Wellington Management Group first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $158M in Q3 2017. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Wellington Management Group held 87,193 shares of iShares Russell 2000 Growth ETF worth $34.4M as of Q2 2026.
  • Wellington Management Group bought 36,441 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.3M.
  • iShares Russell 2000 Growth ETF made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #854 holding.
  • Wellington Management Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's iShares Russell 2000 Growth ETF position peaked at $158M in Q3 2017.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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