UBS AM
IWS icon

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

UBS AM’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.85M Buy
40,134
+26,077
+186% +$3.87M ﹤0.01% 1493
2025
Q4 		$1.98M Buy
+14,057
New +$1.97M ﹤0.01% 1884
2022
Q1 		– Sell
-3,293,120
Closed -$403M – 2803
2021
Q4 		$403M Buy
+3,293,120
New +$393M 0.15% 136
2019
Q4 		– Sell
-1,849
Closed -$166K – 2694
2019
Q3 		$166K Hold
1,849
– – ﹤0.01% 2612
2019
Q2 		$165K Buy
1,849
+206
+13% +$18.1K ﹤0.01% 2580
2019
Q1 		$143K Sell
1,643
-9
-0.5% -$759 ﹤0.01% 2538
2018
Q4 		$126K Sell
1,652
-133
-7% -$11.1K ﹤0.01% 2491
2018
Q3 		$161K Sell
1,785
-26
-1% -$2.35K ﹤0.01% 2490
2018
Q2 		$160K Buy
1,811
+145
+9% +$12.7K ﹤0.01% 2517
2018
Q1 		$144K Buy
1,666
+259
+18% +$23K ﹤0.01% 2430
2017
Q4 		$125K Buy
1,407
+541
+62% +$47K ﹤0.01% 2376
2017
Q3 		$73.5K Sell
866
-766,383
-100% -$64.2M ﹤0.01% 2379
2017
Q2 		$64.5M Buy
767,249
+929
+0.1% +$77.3K 0.06% 338
2017
Q1 		$63.6M Buy
+766,320
New +$63.3M 0.06% 331

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

UBS AM's IWS Position: Q1 2026 in Review

UBS AM increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 186% in Q1 2026, buying an estimated $3.87M and bringing the position to 40,134 shares worth $5.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

UBS AM first reported a position in IWS in Q1 2017 and has held it in 14 quarters since. The position peaked at $403M in Q4 2021. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • UBS AM held 40,134 shares of iShares Russell Mid-Cap Value ETF worth $5.85M as of Q1 2026.
  • UBS AM bought 26,077 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $3.87M.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1493 holding.
  • UBS AM first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and has held it in 14 quarters since.
  • UBS AM's iShares Russell Mid-Cap Value ETF position peaked at $403M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.