UBS AM
IWY icon

UBS AM’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

UBS AM’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
3,566
-254
-7% -$71.7K ﹤0.01% 2331
2026
Q1 		$951K Buy
3,820
+1,433
+60% +$380K ﹤0.01% 2357
2025
Q4 		$661K Buy
+2,387
New +$661K ﹤0.01% 2264
2019
Q4 		– Sell
-2,647
Closed -$230K – 2697
2019
Q3 		$230K Sell
2,647
-69
-3% -$6.02K ﹤0.01% 2533
2019
Q2 		$233K Sell
2,716
-114
-4% -$9.59K ﹤0.01% 2495
2019
Q1 		$233K Sell
2,830
-433
-13% -$33.8K ﹤0.01% 2410
2018
Q4 		$234K Buy
3,263
+1,182
+57% +$91.5K ﹤0.01% 2319
2018
Q3 		$178K Sell
2,081
-40
-2% -$3.3K ﹤0.01% 2473
2018
Q2 		$166K Buy
2,121
+258
+14% +$19.8K ﹤0.01% 2507
2018
Q1 		$137K Buy
1,863
+1,109
+147% +$84.6K ﹤0.01% 2435
2017
Q4 		$55.2K Hold
754
– – ﹤0.01% 2429
2017
Q3 		$51.1K Buy
754
+301
+66% +$20K ﹤0.01% 2398
2017
Q2 		$29.2K Buy
453
+350
+340% +$22.3K ﹤0.01% 2404
2017
Q1 		$6.34K Hold
103
– – ﹤0.01% 2409
2016
Q4 		$6K Buy
+103
New +$5.74K ﹤0.01% 2413

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM's IWY Position: Q2 2026 in Review

UBS AM reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 6.6% in Q2 2026, selling an estimated $71.7K and leaving 3,566 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

UBS AM first reported a position in IWY in Q4 2016 and has held it in 15 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • UBS AM held 3,566 shares of iShares Russell Top 200 Growth ETF worth $1.04M as of Q2 2026.
  • UBS AM sold 254 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $71.7K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2331 holding.
  • UBS AM first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and has held it in 15 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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