UBS AM’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

UBS AM’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.34M	Sell	50,156 -3,275	-6%	-$451K	﹤0.01%	1423
2026 Q1	$6.85M	Buy	53,431 +40,019	+298%	+$5.42M	﹤0.01%	1406
2025 Q4	$1.84M	Buy	+13,412	New	+$1.87M	﹤0.01%	1914
2019 Q4	–	Sell	-8,564	Closed	-$605K	–	2692
2019 Q3	$605K	Sell	8,564 -36	-0.4%	-$2.59K	﹤0.01%	2195
2019 Q2	$613K	Sell	8,600 -228	-3%	-$15.9K	﹤0.01%	2114
2019 Q1	$599K	Buy	8,828 +188	+2%	+$12.1K	﹤0.01%	2038
2018 Q4	$491K	Sell	8,640 -640	-7%	-$38.9K	﹤0.01%	2002
2018 Q3	$629K	Sell	9,280 -844	-8%	-$56.1K	﹤0.01%	1985
2018 Q2	$642K	Buy	10,124 +258	+3%	+$16.2K	﹤0.01%	1987
2018 Q1	$607K	Buy	9,866 +1,332	+16%	+$83.2K	﹤0.01%	1951
2017 Q4	$515K	Buy	8,534 +1,044	+14%	+$61.4K	﹤0.01%	1961
2017 Q3	$424K	Buy	7,490 +194	+3%	+$10.6K	﹤0.01%	1987
2017 Q2	$394K	Buy	7,296 +592	+9%	+$31.5K	﹤0.01%	1941
2017 Q1	$348K	Hold	6,704	–	–	﹤0.01%	1963
2016 Q4	$326K	Hold	6,704	–	–	﹤0.01%	1912
2016 Q3	$326K	Hold	6,704	–	–	﹤0.01%	2220
2016 Q2	$314K	Hold	6,704	–	–	﹤0.01%	2209
2016 Q1	$309K	Hold	6,704	–	–	﹤0.01%	2200
2015 Q4	$308K	Hold	6,704	–	–	﹤0.01%	2326
2015 Q3	$297K	Hold	6,704	–	–	﹤0.01%	2294
2015 Q2	$325K	Hold	6,704	–	–	﹤0.01%	2320
2015 Q1	$328K	Hold	6,704	–	–	﹤0.01%	2206
2014 Q4	$313K	Hold	6,704	–	–	﹤0.01%	2209
2014 Q3	$296K	Hold	6,704	–	–	﹤0.01%	2152
2014 Q2	$300K	Hold	6,704	–	–	﹤0.01%	2185
2014 Q1	$288K	Hold	6,704	–	–	﹤0.01%	2202
2013 Q4	$283K	Hold	6,704	–	–	﹤0.01%	2177
2013 Q3	$262K	Hold	6,704	–	–	﹤0.01%	2167
2013 Q2	$241K	Buy	+6,704	New	+$240K	﹤0.01%	2154

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

UBS AM's IWP Position: Q2 2026 in Review

UBS AM reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.1% in Q2 2026, selling an estimated $451K and leaving 50,156 shares worth $7.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

UBS AM first reported a position in IWP in Q2 2013 and has held it in 29 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

UBS AM held 50,156 shares of iShares Russell Mid-Cap Growth ETF worth $7.34M as of Q2 2026.
UBS AM sold 3,275 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $451K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1423 holding.
UBS AM first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 29 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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