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 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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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. 1,105 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.
1,105 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.