UBS AM’s iShares Russell 3000 ETF IWV Stock Holding History

UBS AM’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Hold	777	–	–	﹤0.01%	2619
2026 Q1	$288K	Buy	777 +758	+3,989%	+$293K	﹤0.01%	2667
2025 Q4	$7.35K	Buy	+19	New	+$7.29K	﹤0.01%	2909
2019 Q4	–	Sell	-223	Closed	-$38.8K	–	2695
2019 Q3	$38.8K	Hold	223	–	–	﹤0.01%	2738
2019 Q2	$38.4K	Hold	223	–	–	﹤0.01%	2711
2019 Q1	$37.2K	Hold	223	–	–	﹤0.01%	2633
2018 Q4	$32.8K	Buy	+223	New	+$35.4K	﹤0.01%	2606
2016 Q4	–	Sell	-63,648	Closed	-$8.16M	–	2571
2016 Q3	$8.16M	Sell	63,648 -48,500	-43%	-$6.2M	0.01%	921
2016 Q2	$13.9M	Hold	112,148	–	–	0.02%	801
2016 Q1	$13.6M	Hold	112,148	–	–	0.02%	777
2015 Q4	$13.5M	Hold	112,148	–	–	0.02%	788
2015 Q3	$12.8M	Buy	112,148 +47,000	+72%	+$5.69M	0.01%	814
2015 Q2	$8.08M	Hold	65,148	–	–	0.01%	949
2015 Q1	$8.07M	Sell	65,148 -24,400	-27%	-$3.01M	0.01%	935
2014 Q4	$11M	Hold	89,548	–	–	0.01%	842
2014 Q3	$10.5M	Hold	89,548	–	–	0.01%	824
2014 Q2	$10.5M	Hold	89,548	–	–	0.01%	834
2014 Q1	$10.1M	Hold	89,548	–	–	0.01%	849
2013 Q4	$9.91M	Sell	89,548 -25,500	-22%	-$2.71M	0.01%	830
2013 Q3	$11.6M	Buy	115,048 +38,000	+49%	+$3.81M	0.01%	765
2013 Q2	$7.43M	Buy	+77,048	New	+$7.38M	0.01%	857

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

UBS AM's IWV Position: Q2 2026 in Review

UBS AM held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 777 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

UBS AM first reported a position in IWV in Q2 2013 and has held it in 21 quarters since. The position peaked at $13.9M in Q2 2016. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

UBS AM held 777 shares of iShares Russell 3000 ETF worth $331K as of Q2 2026.
UBS AM left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2619 holding.
UBS AM first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 21 quarters since.
UBS AM's iShares Russell 3000 ETF position peaked at $13.9M in Q2 2016.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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