WELLS FARGO & COMPANY/MN IWM holdings history
ISHARES RUSSELL 2000 ETF · CUSIP 464287655 · CIK 72971
As of 2026-06-30, WELLS FARGO & COMPANY/MN reported 11.80M IWM (shares), valued at $3.54B, or 0.62% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 23.37%; reported value increased 49.46%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.62% | 11,796,516 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 0.47% | 9,561,752 | SEC filing ↗Filed May 11, 2026Amended |
| Q4 2025 | 0.58% | 12,130,909 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.65% | 13,162,753 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.74% | 15,617,669 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 0.73% | 15,225,041 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.02% | 19,135,053 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.97% | 18,067,279 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.08% | 20,717,863 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.10% | 19,810,903 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 1.23% | 21,606,136 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 0.99% | 17,985,088 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.99% | 17,985,088 | $3.18B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 1.23% | 21,606,136 | $4.34B | Shares increased 20.13%; reported value increased 36.43%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.10% | 19,810,903 | $4.17B | Shares decreased 8.31%; reported value decreased 3.93%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.08% | 20,717,863 | $4.20B | Shares increased 4.58%; reported value increased 0.89%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 0.97% | 18,067,279 | $3.99B | Shares decreased 12.79%; reported value decreased 5.06%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.02% | 19,135,053 | $4.23B | Shares increased 5.91%; reported value increased 5.94%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.73% | 15,225,041 | $3.04B | Shares decreased 20.43%; reported value decreased 28.16%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 0.74% | 15,617,669 | $3.37B | Shares increased 2.58%; reported value increased 10.96%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.65% | 13,162,753 | $3.18B | Shares decreased 15.72%; reported value decreased 5.50%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.58% | 12,130,909 | $2.99B | Shares decreased 7.84%; reported value decreased 6.24%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.47% | 9,561,752 | $2.37B | Shares decreased 21.18%; reported value decreased 20.59%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.62% | 11,796,516 | $3.54B | Shares increased 23.37%; reported value increased 49.46%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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