iShares Russell 2000 Index shares owned by Wellington Management Company
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company 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 Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305M | 1.3M | 241.96 |
| 2025-06-30 | $218M | 1.0M | 215.79 |
| 2025-03-31 | $219M | 1.1M | 199.49 |
| 2024-12-31 | $158M | 713k | 220.96 |
| 2024-09-30 | $345M | 1.6M | 220.89 |
| 2024-06-30 | $208M | 1.0M | 202.89 |
| 2024-03-31 | $183M | 870k | 210.30 |
| 2023-12-31 | $274M | 1.4M | 200.71 |
| 2023-09-30 | $185M | 1.0M | 176.74 |
| 2023-06-30 | $308M | 1.6M | 187.27 |
| 2023-03-31 | $264M | 1.5M | 178.40 |
| 2022-12-31 | $274M | 1.6M | 174.36 |
| 2022-03-31 | $300M | 1.5M | 205.27 |
| 2021-12-31 | $297M | 1.3M | 222.45 |
| 2021-09-30 | $288M | 1.3M | 218.75 |
| 2021-06-30 | $292M | 1.3M | 229.37 |
| 2021-03-31 | $177M | 802k | 220.94 |
| 2020-12-31 | $168M | 854k | 196.06 |
| 2020-09-30 | $126M | 840k | 149.79 |
| 2020-06-30 | $159M | 1.1M | 143.18 |
| 2020-03-31 | $98M | 859k | 114.46 |
| 2019-12-31 | $262M | 1.6M | 165.67 |
| 2019-09-30 | $271M | 1.8M | 151.34 |
| 2019-06-30 | $141M | 907k | 155.50 |
| 2019-03-31 | $156M | 1.0M | 153.09 |
| 2018-12-31 | $101M | 752k | 133.90 |
| 2018-09-30 | $239M | 1.4M | 168.55 |
| 2018-06-30 | $149M | 909k | 163.77 |
| 2018-03-31 | $185M | 1.2M | 151.83 |
| 2017-12-31 | $232M | 1.5M | 152.46 |
| 2017-09-30 | $201M | 1.4M | 148.18 |
| 2017-06-30 | $204M | 1.4M | 140.92 |
| 2017-03-31 | $219M | 1.6M | 137.48 |
| 2016-12-31 | $153M | 1.1M | 134.85 |
| 2016-09-30 | $201M | 1.6M | 124.21 |
| 2016-06-30 | $146M | 1.3M | 114.97 |
| 2016-03-31 | $884M | 2.0M | 436.95 |
| 2015-12-31 | $2.0B | 18M | 112.51 |
| 2015-09-30 | $1.6B | 14M | 109.20 |
| 2015-06-30 | $4.9B | 14M | 353.68 |
| 2015-03-31 | $7.4B | 14M | 521.54 |
| 2014-12-31 | $205M | 1.7M | 119.67 |
| 2014-06-30 | $172M | 1.4M | 118.81 |
| 2014-03-31 | $60M | 517k | 116.34 |
| 2013-09-30 | $153M | 1.4M | 106.62 |
| 2013-06-30 | $96M | 984k | 97.16 |
| 2013-03-31 | $124M | 1.3M | 94.26 |
| 2012-12-31 | $64M | 753k | 84.29 |
| 2012-09-30 | $113M | 1.4M | 83.46 |
| 2012-06-30 | $108M | 1.4M | 79.65 |
| 2012-03-31 | $113M | 1.4M | 82.85 |
| 2011-12-31 | $66M | 896k | 73.69 |
| 2011-09-30 | $102M | 1.6M | 64.25 |
| 2011-06-30 | $155M | 1.9M | 82.80 |
| 2010-12-31 | $123M | 1.6M | 78.23 |
More positions owned by Wellington Management Company
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