iShares Russell 2000 Value Index shares owned by Wellington Management Company
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 202k | 176.81 |
| 2025-06-30 | $23M | 143k | 157.76 |
| 2025-03-31 | $77M | 512k | 150.98 |
| 2024-12-31 | $26M | 157k | 164.17 |
| 2024-09-30 | $20M | 122k | 166.82 |
| 2024-06-30 | $21M | 136k | 152.30 |
| 2024-03-31 | $18M | 110k | 158.81 |
| 2023-12-31 | $11M | 73k | 155.33 |
| 2023-09-30 | $7.6M | 56k | 135.55 |
| 2023-06-30 | $85M | 601k | 140.80 |
| 2023-03-31 | $6.7M | 49k | 137.02 |
| 2022-12-31 | $4.5M | 32k | 138.67 |
| 2021-12-31 | $3.5M | 21k | 166.03 |
| 2021-09-30 | $6.3M | 39k | 160.24 |
| 2021-06-30 | $2.3M | 14k | 165.77 |
| 2021-03-31 | $2.8M | 17k | 159.45 |
| 2020-12-31 | $2.0M | 15k | 131.75 |
| 2020-09-30 | $1.2M | 12k | 99.38 |
| 2020-06-30 | $2.9M | 30k | 97.47 |
| 2020-03-31 | $467k | 5.7k | 82.11 |
| 2019-12-31 | $1.2M | 9.2k | 128.52 |
| 2019-06-30 | $17M | 143k | 120.50 |
| 2019-03-31 | $10M | 85k | 119.90 |
| 2018-12-31 | $13M | 125k | 107.54 |
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