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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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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
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