UBS Group
IVW icon

UBS Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

UBS Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,000
Closed -$253K – 9789
2024
Q1 		$253K Hold
3,000
– – ﹤0.01% 5691
2023
Q4 		$225K Hold
3,000
– – ﹤0.01% 5711
2023
Q3 		$205K Hold
3,000
– – ﹤0.01% 5360
2023
Q2 		$211K Buy
+3,000
New +$198K ﹤0.01% 5440

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group's IVW Position: Q1 2026 in Review

UBS Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q1 2026, selling an estimated $13.2M and leaving 8,578,646 shares worth $970M. The position accounts for 0.15% of the portfolio, ranked #135.

UBS Group first reported a position in IVW in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.08B in Q3 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • UBS Group held 8,578,646 shares of iShares S&P 500 Growth ETF worth $970M as of Q1 2026.
  • UBS Group sold 109,635 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.2M.
  • iShares S&P 500 Growth ETF made up 0.15% of UBS Group's portfolio in Q1 2026, its #135 holding.
  • UBS Group first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares S&P 500 Growth ETF position peaked at $1.08B in Q3 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.