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iShares Russell 2000 Index shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $582k 2.3k 248.00
2026-03-31 $720k 2.4k 300.45
2025-12-31 $518k 2.1k 246.16

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Citigroup
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
Bank Of Montreal
UBS Group
BlackRock

View all funds holding iShares Russell 2000 Index