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

UBS AM’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.1M	Buy	435,907 +60,023	+16%	+$6.31M	0.01%	676
2026 Q1	$36.5M	Buy	375,884 +337,804	+887%	+$33.7M	0.01%	697
2025 Q4	$3.67M	Buy	+38,080	New	+$3.66M	﹤0.01%	1611
2019 Q4	–	Sell	-41,151	Closed	-$2.3M	–	2693
2019 Q3	$2.3M	Sell	41,151 -854	-2%	-$47.7K	﹤0.01%	1552
2019 Q2	$2.35M	Buy	42,005 +2,925	+7%	+$160K	﹤0.01%	1511
2019 Q1	$2.11M	Buy	39,080 +541	+1%	+$28K	﹤0.01%	1495
2018 Q4	$1.79M	Sell	38,539 -213	-0.5%	-$10.7K	﹤0.01%	1479
2018 Q3	$2.14M	Sell	38,752 -60	-0.2%	-$3.29K	﹤0.01%	1473
2018 Q2	$2.06M	Buy	38,812 +400	+1%	+$21.1K	﹤0.01%	1499
2018 Q1	$1.98M	Buy	38,412 +2,996	+8%	+$158K	﹤0.01%	1473
2017 Q4	$1.84M	Hold	35,416	–	–	﹤0.01%	1469
2017 Q3	$1.75M	Buy	35,416 +652	+2%	+$31.5K	﹤0.01%	1462
2017 Q2	$1.67M	Buy	34,764 +252	+0.7%	+$11.9K	﹤0.01%	1428
2017 Q1	$1.61M	Sell	34,512 -24	-0.1%	-$1.11K	﹤0.01%	1443
2016 Q4	$1.54M	Hold	34,536	–	–	﹤0.01%	1391
2016 Q3	$1.5M	Hold	34,536	–	–	﹤0.01%	1492
2016 Q2	$1.45M	Sell	34,536 -852	-2%	-$35.2K	﹤0.01%	1480
2016 Q1	$1.44M	Buy	35,388 +21,000	+146%	+$799K	﹤0.01%	1481
2015 Q4	$577K	Hold	14,388	–	–	﹤0.01%	1975
2015 Q3	$560K	Hold	14,388	–	–	﹤0.01%	1965
2015 Q2	$613K	Sell	14,388 -40	-0.3%	-$1.74K	﹤0.01%	1953
2015 Q1	$624K	Buy	14,428 +1,936	+15%	+$82.3K	﹤0.01%	1856
2014 Q4	$522K	Hold	12,492	–	–	﹤0.01%	1919
2014 Q3	$494K	Buy	12,492 +3,248	+35%	+$131K	﹤0.01%	1888
2014 Q2	$376K	Buy	9,244 +420	+5%	+$16.4K	﹤0.01%	2054
2014 Q1	$341K	Buy	8,824 +860	+11%	+$32.6K	﹤0.01%	2100
2013 Q4	$299K	Hold	7,964	–	–	﹤0.01%	2138
2013 Q3	$277K	Sell	7,964 -380	-5%	-$13K	﹤0.01%	2131
2013 Q2	$271K	Buy	+8,344	New	+$270K	﹤0.01%	2058

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS AM's IWR Position: Q2 2026 in Review

UBS AM increased its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q2 2026, buying an estimated $6.31M and bringing the position to 435,907 shares worth $48.1M. The position accounts for 0.01% of the portfolio, ranked #676.

UBS AM first reported a position in IWR in Q2 2013 and has held it in 29 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

UBS AM held 435,907 shares of iShares Russell Mid-Cap ETF worth $48.1M as of Q2 2026.
UBS AM bought 60,023 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.31M.
iShares Russell Mid-Cap ETF made up 0.01% of UBS AM's portfolio in Q2 2026, its #676 holding.
UBS AM first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 29 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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