Wellington Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
B
CCWM
TCIIS