WELLS FARGO & COMPANY/MN IWF — ISHARES TRUST - RUSSELL 1000G COMMON STOCK

Ownership history in WELLS FARGO & COMPANY/MN  ·  110 quarters on record

AI Ownership Summary

WELLS FARGO & COMPANY/MN reported ISHARES TRUST - RUSSELL 1000G COMMON STOCK (IWF) in 110 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows IWF at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELLS FARGO & COMPANY/MN's position in ISHARES TRUST - RUSSELL 1000G COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWF was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page WELLS FARGO & COMPANY/MN fund profile WELLS FARGO & COMPANY/MN full holdings
How WELLS FARGO & COMPANY/MN held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 16 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,873,875 +17,864,575 +192092.2% 0.36% $2.22B 2026-08-14 $125.18
2026 Q2 REDUCED — — — 9,300 -4,506,458 -99.8% 0.00% $1.2M 2026-08-14 $125.18
2026 Q1 ADDED — — — 4,515,758 +4,513,458 +196237.3% 0.36% $1.93B 2026-05-11 $123.30
2026 Q1 REDUCED 100.0% +14.5% ❌ 2,300 -4,819,876 -100.0% 0.00% $981K 2026-05-11 $123.30
2025 Q4 ADDED — — — 4,822,176 +4,817,976 +114713.7% 0.42% $2.28B 2026-02-13 $111.50
2025 Q4 REDUCED 99.9% -9.8% ✅ 4,200 -4,338,806 -99.9% 0.00% $2.0M 2026-02-13 $111.50
2025 Q3 ADDED — — — 4,343,006 +33,772 +0.8% 0.39% $2.03B 2025-11-13 $117.05
2025 Q2 REDUCED — — — 4,309,234 -80,381 -1.8% 0.38% $1.83B 2025-08-14 $112.09
2025 Q1 REDUCED — — — 4,389,615 -124,611 -2.8% 0.36% $1.59B 2025-05-13 $98.62
2024 Q4 ADDED — — — 4,514,226 +399,205 +9.7% 0.41% $1.81B 2025-02-13 $103.25
2024 Q3 ADDED — — — 4,115,021 +4,111,821 +128494.4% 0.35% $1.54B 2024-11-13 $98.83
2024 Q3 REDUCED 99.9% +8.1% ❌ 3,200 -4,141,395 -99.9% 0.00% $1.2M 2024-11-13 $98.83
2024 Q2 ADDED — — — 4,144,595 +4,142,295 +180099.8% 0.37% $1.51B 2024-08-13 $87.84
2024 Q2 REDUCED 99.9% +3.1% ❌ 2,300 -4,191,423 -99.9% 0.00% $838K 2024-08-13 $87.84
2024 Q1 ADDED — — — 4,193,723 +4,191,423 +182235.8% 0.34% $1.41B 2024-05-10 $83.30
2024 Q1 REDUCED 99.9% +9.3% ❌ 2,300 -4,362,026 -99.9% 0.00% $775K 2024-05-10 $83.30
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2026 Q2 — sorted by position size

Sun Mountain Capital Ltd 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 23.41% LWM ADVISORS INC 19.42% Bluesphere Advisors LLC 3Y 18.86% Sheridan Capital Management, LLC 17.46% Ryan Investment Management, Inc. 17.4% Cedar Mountain Advisors, LLC 3Y 16.49% NESTEGG ADVISORS, INC. 16.48% Cooksen Wealth, LLC 16.16%

FAQ About WELLS FARGO & COMPANY/MN and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELLS FARGO & COMPANY/MN reported owning IWF?

WELLS FARGO & COMPANY/MN reported IWF across 16 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWF position in WELLS FARGO & COMPANY/MN's portfolio?

The largest reported portfolio weight for IWF was 0.42% in 2025 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q2, when WELLS FARGO & COMPANY/MN reported 17,873,875 shares, equal to 0.36% of portfolio, with an estimated market value of $2.22B.

What does the chart on this IWF ownership page compare?

The chart compares WELLS FARGO & COMPANY/MN's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WELLS FARGO & COMPANY/MN time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, WELLS FARGO & COMPANY/MN correctly timed 57 out of 108 reported position changes (53%). The annualised alpha on IWF relative to SPY over the holding period was +0.8%.

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