UBS AM
IWO icon

UBS AM’s iShares Russell 2000 Growth ETF IWO Stock Holding History

UBS AM’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Sell
1,260
-600
-32% -$219K ﹤0.01% 2547
2026
Q1 		$584K Buy
1,860
+1,468
+374% +$488K ﹤0.01% 2510
2025
Q4 		$127K Buy
+392
New +$127K ﹤0.01% 2508
2025
Q1 		– Sell
-3,180
Closed -$915K – 2672
2024
Q4 		$915K Buy
3,180
+1,730
+119% +$512K ﹤0.01% 2403
2024
Q3 		$412K Buy
+1,450
New +$397K ﹤0.01% 2679
2024
Q2 		– Sell
-11,400
Closed -$3.09M – 2849
2024
Q1 		$3.09M Sell
11,400
-900
-7% -$230K ﹤0.01% 1471
2023
Q4 		$3.1M Buy
+12,300
New +$2.77M ﹤0.01% 1471
2023
Q3 		– Sell
-8,863
Closed -$2.01M – 2646
2023
Q2 		$2.01M Hold
8,863
– – ﹤0.01% 1638
2023
Q1 		$2.01M Buy
+8,863
New +$2.03M ﹤0.01% 1638
2022
Q4 		– Sell
-3,800
Closed -$785K – 2637
2022
Q3 		$785K Buy
+3,800
New +$855K ﹤0.01% 2108
2021
Q2 		– Sell
-1,912
Closed -$575K – 2767
2021
Q1 		$575K Sell
1,912
-7,122
-79% -$2.21M ﹤0.01% 2339
2020
Q4 		$2.59M Sell
9,034
-9,169
-50% -$2.34M ﹤0.01% 1580
2020
Q3 		$4.03M Buy
18,203
+13,471
+285% +$2.95M ﹤0.01% 1240
2020
Q2 		$979K Sell
4,732
-7,196
-60% -$1.35M ﹤0.01% 1824
2020
Q1 		$1.89M Sell
11,928
-17,756
-60% -$3.53M ﹤0.01% 1432
2019
Q4 		$6.36M Sell
29,684
-22,848
-43% -$4.64M ﹤0.01% 1105
2019
Q3 		$10.1M Buy
52,532
+26,620
+103% +$5.28M 0.01% 953
2019
Q2 		$5.2M Sell
25,912
-24,891
-49% -$4.92M ﹤0.01% 1191
2019
Q1 		$9.99M Buy
50,803
+11,930
+31% +$2.27M 0.01% 932
2018
Q4 		$6.53M Buy
38,873
+4,866
+14% +$908K 0.01% 993
2018
Q3 		$7.31M Buy
34,007
+1,682
+5% +$359K 0.01% 1021
2018
Q2 		$6.6M Sell
32,325
-9,223
-22% -$1.84M 0.01% 1060
2018
Q1 		$7.92M Buy
41,548
+28,988
+231% +$5.57M 0.01% 996
2017
Q4 		$2.34M Sell
12,560
-3,260
-21% -$595K ﹤0.01% 1364
2017
Q3 		$2.83M Sell
15,820
-3,936
-20% -$669K ﹤0.01% 1268
2017
Q2 		$3.33M Buy
19,756
+10,077
+104% +$1.66M ﹤0.01% 1175
2017
Q1 		$1.56M Sell
9,679
-19,577
-67% -$3.11M ﹤0.01% 1453
2016
Q4 		$4.5M Sell
29,256
-26,854
-48% -$4.01M 0.01% 1016
2016
Q3 		$8.36M Buy
+56,110
New +$8.18M 0.01% 917
2016
Q2 		– Sell
-17,801
Closed -$2.36M – 2627
2016
Q1 		$2.36M Sell
17,801
-44,338
-71% -$5.53M ﹤0.01% 1305
2015
Q4 		$8.66M Buy
62,139
+11,339
+22% +$1.61M 0.01% 897
2015
Q3 		$6.81M Buy
50,800
+50
+0.1% +$7.41K 0.01% 966
2015
Q2 		$7.84M Buy
50,750
+25,850
+104% +$3.96M 0.01% 959
2015
Q1 		$3.77M Buy
24,900
+8,600
+53% +$1.25M ﹤0.01% 1125
2014
Q4 		$2.32M Sell
16,300
-30,900
-65% -$4.18M ﹤0.01% 1262
2014
Q3 		$6.12M Buy
47,200
+18,500
+64% +$2.48M 0.01% 989
2014
Q2 		$3.97M Sell
28,700
-44,300
-61% -$5.82M ﹤0.01% 1094
2014
Q1 		$9.93M Buy
73,000
+39,307
+117% +$5.38M 0.01% 852
2013
Q4 		$4.57M Sell
33,693
-5,587
-14% -$724K 0.01% 1025
2013
Q3 		$4.94M Sell
39,280
-39,520
-50% -$4.76M 0.01% 991
2013
Q2 		$8.79M Buy
+78,800
New +$8.61M 0.01% 807

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS AM's IWO Position: Q2 2026 in Review

UBS AM reduced its iShares Russell 2000 Growth ETF (IWO) stake by 32% in Q2 2026, selling an estimated $219K and leaving 1,260 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

UBS AM first reported a position in IWO in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.1M in Q3 2019. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • UBS AM held 1,260 shares of iShares Russell 2000 Growth ETF worth $496K as of Q2 2026.
  • UBS AM sold 600 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $219K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2547 holding.
  • UBS AM first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 41 quarters since.
  • UBS AM's iShares Russell 2000 Growth ETF position peaked at $10.1M in Q3 2019.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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