UBS AM’s iShares S&P 500 Growth ETF IVW Stock Holding History

UBS AM’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9M	Sell	100,895 -35,407	-26%	-$4.68M	﹤0.01%	1086
2026 Q1	$15.4M	Buy	136,302 +102,796	+307%	+$12.4M	﹤0.01%	993
2025 Q4	$4.13M	Buy	+33,506	New	+$4.1M	﹤0.01%	1562
2019 Q4	–	Sell	-40,888	Closed	-$1.84M	–	2688
2019 Q3	$1.84M	Sell	40,888 -1,520	-4%	-$68.8K	﹤0.01%	1642
2019 Q2	$1.9M	Sell	42,408 -5,084	-11%	-$224K	﹤0.01%	1619
2019 Q1	$2.05M	Sell	47,492 -3,824	-7%	-$157K	﹤0.01%	1508
2018 Q4	$1.93M	Sell	51,316 -4,624	-8%	-$187K	﹤0.01%	1440
2018 Q3	$2.48M	Sell	55,940 -2,956	-5%	-$127K	﹤0.01%	1416
2018 Q2	$2.39M	Buy	58,896 +38,496	+189%	+$1.55M	﹤0.01%	1422
2018 Q1	$791K	Buy	20,400 +10,660	+109%	+$425K	﹤0.01%	1860
2017 Q4	$372K	Buy	9,740 +5,220	+115%	+$195K	﹤0.01%	2059
2017 Q3	$162K	Buy	4,520 +416	+10%	+$14.7K	﹤0.01%	2306
2017 Q2	$140K	Hold	4,104	–	–	﹤0.01%	2302
2017 Q1	$135K	Sell	4,104 -208	-5%	-$6.67K	﹤0.01%	2263
2016 Q4	$131K	Buy	+4,312	New	+$130K	﹤0.01%	2211
2016 Q1	–	Sell	-7,684	Closed	-$222K	–	2646
2015 Q4	$222K	Buy	+7,684	New	+$223K	﹤0.01%	2479

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS AM's IVW Position: Q2 2026 in Review

UBS AM reduced its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q2 2026, selling an estimated $4.68M and leaving 100,895 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

UBS AM first reported a position in IVW in Q4 2015 and has held it in 16 quarters since. The position peaked at $15.4M in Q1 2026. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

UBS AM held 100,895 shares of iShares S&P 500 Growth ETF worth $13.9M as of Q2 2026.
UBS AM sold 35,407 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.68M.
iShares S&P 500 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1086 holding.
UBS AM first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 16 quarters since.
UBS AM's iShares S&P 500 Growth ETF position peaked at $15.4M in Q1 2026.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.