WELLS FARGO & COMPANY/MN IWM — ISHARES RUSSELL 2000 OTHER

Ownership history in WELLS FARGO & COMPANY/MN  ·  193 quarters on record

AI Ownership Summary

WELLS FARGO & COMPANY/MN reported ISHARES RUSSELL 2000 OTHER (IWM) in 193 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.13% in 2024 Q3. The latest visible filing shows IWM at 0.45% 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 IWM 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 RUSSELL 2000 OTHER, 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 Q1

IWM was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2024 Q3

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 Q1

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.

IWM stock page WELLS FARGO & COMPANY/MN fund profile WELLS FARGO & COMPANY/MN full holdings
How WELLS FARGO & COMPANY/MN held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 27 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,561,752 +410,252 +4.5% 0.45% $2.37B 2026-05-11 $284.65
2026 Q1 ADDED — — — 9,151,500 +3,484,000 +61.5% 0.43% $2.27B 2026-05-11 $284.65
2026 Q1 REDUCED 53.3% +20.8% ❌ 5,667,500 -6,463,409 -53.3% 0.27% $1.41B 2026-05-11 $284.65
2025 Q4 ADDED — — — 12,130,909 +2,399,109 +24.7% 0.54% $2.99B 2026-02-13 $261.87
2025 Q4 ADDED — — — 9,731,800 +4,976,000 +104.6% 0.44% $2.40B 2026-02-13 $261.87
2025 Q4 REDUCED 63.9% +0.9% ❌ 4,755,800 -8,406,953 -63.9% 0.21% $1.17B 2026-02-13 $261.87
2025 Q3 ADDED — — — 13,162,753 +835,153 +6.8% 0.61% $3.18B 2025-11-13 $235.02
2025 Q3 ADDED — — — 12,327,600 +4,238,800 +52.4% 0.57% $2.98B 2025-11-13 $235.02
2025 Q3 REDUCED 48.2% +3.6% ❌ 8,088,800 -7,528,869 -48.2% 0.37% $1.96B 2025-11-13 $235.02
2025 Q2 ADDED — — — 15,617,669 +4,387,769 +39.1% 0.70% $3.37B 2025-08-14 $225.89
2025 Q2 ADDED — — — 11,229,900 +1,203,200 +12.0% 0.50% $2.42B 2025-08-14 $225.89
2025 Q2 REDUCED 34.1% +12.3% ❌ 10,026,700 -5,198,341 -34.1% 0.45% $2.16B 2025-08-14 $225.89
2025 Q1 ADDED — — — 15,225,041 +4,343,541 +39.9% 0.69% $3.04B 2025-05-13 $205.92
2025 Q1 ADDED — — — 10,881,500 +1,868,600 +20.7% 0.49% $2.17B 2025-05-13 $205.92
2025 Q1 REDUCED 52.9% +8.5% ❌ 9,012,900 -10,122,153 -52.9% 0.41% $1.80B 2025-05-13 $205.92
2024 Q4 ADDED — — — 19,135,053 +7,741,653 +67.9% 0.95% $4.23B 2025-02-13 $222.70
2024 Q4 ADDED — — — 11,393,400 +8,430,400 +284.5% 0.57% $2.52B 2025-02-13 $222.70
2024 Q4 REDUCED 83.6% -9.5% ✅ 2,963,000 -15,104,279 -83.6% 0.15% $654.7M 2025-02-13 $222.70
2024 Q3 REDUCED 19.8% +0.2% ❌ 18,067,279 -4,452,721 -19.8% 0.90% $3.99B 2024-11-13 $230.85
2024 Q3 ADDED — — — 22,520,000 +16,021,300 +246.5% 1.13% $4.97B 2024-11-13 $230.85
2024 Q3 REDUCED 68.6% +0.2% ❌ 6,498,700 -14,219,163 -68.6% 0.32% $1.44B 2024-11-13 $230.85
2024 Q2 ADDED — — — 20,717,863 +6,886,963 +49.8% 1.02% $4.20B 2024-08-13 $203.50
2024 Q2 ADDED — — — 13,830,900 +7,701,600 +125.7% 0.68% $2.81B 2024-08-13 $203.50
2024 Q2 REDUCED 69.1% +9.2% ❌ 6,129,300 -13,681,603 -69.1% 0.30% $1.24B 2024-08-13 $203.50
2024 Q1 ADDED — — — 19,810,903 +3,514,303 +21.6% 1.00% $4.17B 2024-05-10 $199.37
2024 Q1 ADDED — — — 16,296,600 +7,451,100 +84.2% 0.83% $3.43B 2024-05-10 $199.37
2024 Q1 REDUCED 59.1% -4.1% ✅ 8,845,500 -12,760,636 -59.1% 0.45% $1.86B 2024-05-10 $199.37
166 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q2 — sorted by position size

Brewster Financial Planning LLC 3Y 13.33% BREAKTHRU ADVISORY SERVICES, LLC 12.76% William Howard & Co Financial Advisors Inc 11.12% Finley Financial, LLC 10.47% Baron Financial Group, LLC 3Y 10.31% SURIENCE PRIVATE WEALTH LLC 3Y 10.19% Vavra Capital Management, LLC 10.07% Fluent Financial, LLC 3Y 7Y 9.77% OFS Enterprise LLC 9.21% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 8.93%

FAQ About WELLS FARGO & COMPANY/MN and IWM

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 IWM?

WELLS FARGO & COMPANY/MN reported IWM across 27 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for IWM was 1.13% in 2024 Q3.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q1, when WELLS FARGO & COMPANY/MN reported 9,561,752 shares, equal to 0.45% of portfolio, with an estimated market value of $2.37B.

What does the chart on this IWM ownership page compare?

The chart compares WELLS FARGO & COMPANY/MN's quarterly IWM 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 IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, WELLS FARGO & COMPANY/MN correctly timed 108 out of 191 reported position changes (57%). The annualised alpha on IWM relative to SPY over the holding period was -0.6%.

← Back to WELLS FARGO & COMPANY/MN Holdings