Wellington Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wellington Management Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,200	Closed	-$357K	–	1997
2025 Q1	$357K	Hold	4,200	–	–	﹤0.01%	1861
2024 Q4	$371K	Hold	4,200	–	–	﹤0.01%	1861
2024 Q3	$370K	Hold	4,200	–	–	﹤0.01%	1850
2024 Q2	$341K	Hold	4,200	–	–	﹤0.01%	1818
2024 Q1	$353K	Hold	4,200	–	–	﹤0.01%	1839
2023 Q4	$326K	Hold	4,200	–	–	﹤0.01%	1753
2023 Q3	$291K	Hold	4,200	–	–	﹤0.01%	1739
2023 Q2	$307K	Hold	4,200	–	–	﹤0.01%	1740
2023 Q1	$294K	Hold	4,200	–	–	﹤0.01%	1927
2022 Q4	$283K	Hold	4,200	–	–	﹤0.01%	1906
2022 Q3	$261K	Hold	4,200	–	–	﹤0.01%	1936
2022 Q2	$272K	Hold	4,200	–	–	﹤0.01%	1968
2022 Q1	$328K	Hold	4,200	–	–	﹤0.01%	2000
2021 Q4	$349K	Hold	4,200	–	–	﹤0.01%	2048
2021 Q3	$329K	Hold	4,200	–	–	﹤0.01%	2025
2021 Q2	$333K	Hold	4,200	–	–	﹤0.01%	2008
2021 Q1	$311K	Hold	4,200	–	–	﹤0.01%	1980
2020 Q4	$288K	Hold	4,200	–	–	﹤0.01%	1829
2020 Q3	$241K	Hold	4,200	–	–	﹤0.01%	1829
2020 Q2	$225K	Buy	+4,200	New	+$211K	﹤0.01%	1792
2020 Q1	–	Sell	-4,200	Closed	-$250K	–	1981
2019 Q4	$250K	Hold	4,200	–	–	﹤0.01%	1966
2019 Q3	$235K	Hold	4,200	–	–	﹤0.01%	1976
2019 Q2	$235K	Buy	+4,200	New	+$230K	﹤0.01%	2008

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group's IWR Position: Q2 2025 in Review

Wellington Management Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2025, closing a stake of 4,200 shares — an estimated $357K sold.

Wellington Management Group first reported a position in IWR in Q2 2019 and held it in 23 quarters. The position peaked at $371K in Q4 2024. 1,442 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Wellington Management Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Wellington Management Group sold 4,200 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $357K.
Wellington Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and held it in 23 quarters.
Wellington Management Group's iShares Russell Mid-Cap ETF position peaked at $371K in Q4 2024.
1,442 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.