UBS AM’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $436K | Sell |
1,065
-272
| -20% | -$108K | ﹤0.01% | 2583 |
|
|
2026
Q1 | $477K | Buy |
1,337
+639
| +92% | +$238K | ﹤0.01% | 2568 |
|
|
2025
Q4 | $261K | Buy |
+698
| New | +$259K | ﹤0.01% | 2432 |
|
|
2024
Q4 | – | Sell |
-11,665
| Closed | -$3.67M | – | 2713 |
|
|
2024
Q3 | $3.67M | Buy |
+11,665
| New | +$3.53M | ﹤0.01% | 1728 |
|
|
2019
Q4 | – | Sell |
-3,410
| Closed | -$561K | – | 2689 |
|
|
2019
Q3 | $561K | Sell |
3,410
-301
| -8% | -$49.4K | ﹤0.01% | 2236 |
|
|
2019
Q2 | $604K | Sell |
3,711
-340
| -8% | -$54.4K | ﹤0.01% | 2123 |
|
|
2019
Q1 | $637K | Hold |
4,051
| – | – | ﹤0.01% | 2009 |
|
|
2018
Q4 | $562K | Buy |
4,051
+246
| +6% | +$36.8K | ﹤0.01% | 1943 |
|
|
2018
Q3 | $615K | Sell |
3,805
-524
| -12% | -$83.2K | ﹤0.01% | 1995 |
|
|
2018
Q2 | $658K | Hold |
4,329
| – | – | ﹤0.01% | 1983 |
|
|
2018
Q1 | $636K | Sell |
4,329
-35
| -0.8% | -$5.32K | ﹤0.01% | 1931 |
|
|
2017
Q4 | $649K | Hold |
4,364
| – | – | ﹤0.01% | 1885 |
|
|
2017
Q3 | $610K | Hold |
4,364
| – | – | ﹤0.01% | 1878 |
|
|
2017
Q2 | $590K | Buy |
4,364
+53
| +1% | +$7.08K | ﹤0.01% | 1832 |
|
|
2017
Q1 | $566K | Buy |
4,311
+115
| +3% | +$14.9K | ﹤0.01% | 1822 |
|
|
2016
Q4 | $522K | Hold |
4,196
| – | – | ﹤0.01% | 1806 |
|
|
2016
Q3 | $505K | Hold |
4,196
| – | – | ﹤0.01% | 1974 |
|
|
2016
Q2 | $490K | Hold |
4,196
| – | – | ﹤0.01% | 1960 |
|
|
2016
Q1 | $479K | Sell |
4,196
-822
| -16% | -$88.8K | ﹤0.01% | 1952 |
|
|
2015
Q4 | $569K | Sell |
5,018
-474
| -9% | -$54.2K | ﹤0.01% | 1983 |
|
|
2015
Q3 | $588K | Hold |
5,492
| – | – | ﹤0.01% | 1937 |
|
|
2015
Q2 | $637K | Hold |
5,492
| – | – | ﹤0.01% | 1925 |
|
|
2015
Q1 | $636K | Sell |
5,492
-32,500
| -86% | -$3.75M | ﹤0.01% | 1845 |
|
|
2014
Q4 | $4.36M | Sell |
37,992
-9,500
| -20% | -$1.06M | ﹤0.01% | 1070 |
|
|
2014
Q3 | $5.22M | Buy |
47,492
+18,500
| +64% | +$2.04M | 0.01% | 1025 |
|
|
2014
Q2 | $3.19M | Sell |
28,992
-8,500
| -23% | -$904K | ﹤0.01% | 1158 |
|
|
2014
Q1 | $3.93M | Sell |
37,492
-113,000
| -75% | -$11.6M | ﹤0.01% | 1102 |
|
|
2013
Q4 | $15.5M | Buy |
150,492
+121,052
| +411% | +$12M | 0.02% | 703 |
|
|
2013
Q3 | $2.77M | Buy |
29,440
+23,700
| +413% | +$2.22M | ﹤0.01% | 1139 |
|
|
2013
Q2 | $516K | Buy |
+5,740
| New | +$514K | ﹤0.01% | 1701 |
|
Other funds holding IWB
UBS AM's IWB Position: Q2 2026 in Review
UBS AM reduced its iShares Russell 1000 ETF (IWB) stake by 20% in Q2 2026, selling an estimated $108K and leaving 1,065 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.
UBS AM first reported a position in IWB in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.5M in Q4 2013. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- UBS AM held 1,065 shares of iShares Russell 1000 ETF worth $436K as of Q2 2026.
- UBS AM sold 272 iShares Russell 1000 ETF shares in Q2 2026, an estimated $108K.
- iShares Russell 1000 ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2583 holding.
- UBS AM first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 30 quarters since.
- UBS AM's iShares Russell 1000 ETF position peaked at $15.5M in Q4 2013.
- 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.