UBS AM’s iShares Russell 1000 Growth ETF IWF Stock Holding History

UBS AM’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.5M	Sell	148,758 -424,494	-74%	-$51.2M	﹤0.01%	971
2026 Q1	$61.1M	Buy	573,252 +432,316	+307%	+$49.1M	0.01%	584
2025 Q4	$16.7M	Buy	140,936 +98,364	+231%	+$11.7M	﹤0.01%	911
2025 Q3	$4.99M	Sell	42,572 -2,728	-6%	-$304K	﹤0.01%	1372
2025 Q2	$4.81M	Buy	+45,300	New	+$4.33M	﹤0.01%	1726
2024 Q4	–	Sell	-41,256	Closed	-$3.87M	–	2715
2024 Q3	$3.87M	Buy	+41,256	New	+$3.74M	﹤0.01%	1709
2023 Q3	–	Sell	-30,400	Closed	-$1.86M	–	2645
2023 Q2	$1.86M	Hold	30,400	–	–	﹤0.01%	1693
2023 Q1	$1.86M	Buy	30,400 +25,200	+485%	+$1.45M	﹤0.01%	1693
2022 Q4	$279K	Buy	+5,200	New	+$286K	﹤0.01%	2353
2022 Q1	–	Sell	-8,000	Closed	-$611K	–	2802
2021 Q4	$611K	Buy	+8,000	New	+$593K	﹤0.01%	2468
2021 Q3	–	Sell	-29,600	Closed	-$2.01M	–	2761
2021 Q2	$2.01M	Buy	29,600 +11,824	+67%	+$762K	﹤0.01%	1843
2021 Q1	$1.08M	Buy	+17,776	New	+$1.08M	﹤0.01%	2055
2020 Q2	–	Sell	-14,000	Closed	-$527K	–	2500
2020 Q1	$527K	Buy	+14,000	New	+$603K	﹤0.01%	1959
2019 Q4	–	Sell	-85,028	Closed	-$3.39M	–	2690
2019 Q3	$3.39M	Sell	85,028 -2,800	-3%	-$112K	﹤0.01%	1366
2019 Q2	$3.45M	Buy	87,828 +24,280	+38%	+$940K	﹤0.01%	1349
2019 Q1	$2.4M	Sell	63,548 -31,896	-33%	-$1.15M	﹤0.01%	1432
2018 Q4	$3.12M	Buy	95,444 +50,812	+114%	+$1.79M	﹤0.01%	1252
2018 Q3	$1.74M	Sell	44,632 -12,908	-22%	-$489K	﹤0.01%	1550
2018 Q2	$2.07M	Buy	57,540 +5,292	+10%	+$187K	﹤0.01%	1495
2018 Q1	$1.78M	Sell	52,248 -1,236	-2%	-$43.3K	﹤0.01%	1519
2017 Q4	$1.8M	Buy	53,484 +8,152	+18%	+$267K	﹤0.01%	1481
2017 Q3	$1.42M	Buy	45,332 +6,384	+16%	+$195K	﹤0.01%	1546
2017 Q2	$1.16M	Sell	38,948 -40,816	-51%	-$1.2M	﹤0.01%	1595
2017 Q1	$2.27M	Sell	79,764 -48,100	-38%	-$1.33M	﹤0.01%	1295
2016 Q4	$3.35M	Buy	127,864 +95,992	+301%	+$2.49M	﹤0.01%	1093
2016 Q3	$830K	Buy	31,872 +1,984	+7%	+$51.6K	﹤0.01%	1761
2016 Q2	$750K	Sell	29,888 -13,548	-31%	-$338K	﹤0.01%	1769
2016 Q1	$1.08M	Sell	43,436 -210,748	-83%	-$4.98M	﹤0.01%	1610
2015 Q4	$6.32M	Buy	254,184 +95,472	+60%	+$2.38M	0.01%	990
2015 Q3	$3.69M	Buy	158,712 +19,108	+14%	+$470K	﹤0.01%	1165
2015 Q2	$3.46M	Sell	139,604 -194,776	-58%	-$4.9M	﹤0.01%	1177
2015 Q1	$8.27M	Buy	334,380 +164,384	+97%	+$4.02M	0.01%	925
2014 Q4	$4.06M	Buy	169,996 +80,428	+90%	+$1.88M	﹤0.01%	1085
2014 Q3	$2.05M	Sell	89,568 -830,772	-90%	-$19M	﹤0.01%	1289
2014 Q2	$20.9M	Buy	920,340 +318,240	+53%	+$6.98M	0.02%	664
2014 Q1	$13M	Sell	602,100 -14,004	-2%	-$301K	0.01%	776
2013 Q4	$13.2M	Sell	616,104 -683,956	-53%	-$14M	0.02%	749
2013 Q3	$25.4M	Sell	1,300,060 -276,884	-18%	-$5.3M	0.03%	526
2013 Q2	$28.7M	Buy	+1,576,944	New	+$28.9M	0.04%	471

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

UBS AM's IWF Position: Q2 2026 in Review

UBS AM reduced its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q2 2026, selling an estimated $51.2M and leaving 148,758 shares worth $18.5M. The position accounts for ﹤0.01% of the portfolio, ranked #971.

UBS AM first reported a position in IWF in Q2 2013 and has held it in 39 quarters since. The position peaked at $61.1M in Q1 2026. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

UBS AM held 148,758 shares of iShares Russell 1000 Growth ETF worth $18.5M as of Q2 2026.
UBS AM sold 424,494 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $51.2M.
iShares Russell 1000 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #971 holding.
UBS AM first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 39 quarters since.
UBS AM's iShares Russell 1000 Growth ETF position peaked at $61.1M in Q1 2026.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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