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
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

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Ameriprise
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Bank of America
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LPL Financial
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return