Wellington Management Group
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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
2018
Q1 		– Sell
-274,705
Closed -$141K – 2254
2017
Q4 		$141K Buy
274,705
+53,238
+24% +$9.72M ﹤0.01% 2188
2017
Q3 		$420K Buy
+221,467
New +$37.6M ﹤0.01% 2074
2016
Q1 		– Sell
-139,685
Closed -$207K – 2168
2015
Q4 		$207K Buy
+139,685
New +$19.8M ﹤0.01% 2099
2015
Q2 		– Sell
-837
Closed -$203K – 2176
2015
Q1 		$203K Buy
+837
New +$122K ﹤0.01% 2129

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Wellington Management Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 40% in Q1 2026, selling an estimated $11.2M and leaving 50,752 shares worth $15.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Wellington Management Group first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $158M in Q3 2017. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Wellington Management Group held 50,752 shares of iShares Russell 2000 Growth ETF worth $15.9M as of Q1 2026.
  • Wellington Management Group sold 33,576 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $11.2M.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1105 holding.
  • Wellington Management Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's iShares Russell 2000 Growth ETF position peaked at $158M in Q3 2017.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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