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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's IVW Position: Q2 2026 in Review

UBS Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q2 2026, selling an estimated $48.2M and leaving 8,213,429 shares worth $1.13B. The position accounts for 0.14% of the portfolio, ranked #131.

UBS Group first reported a position in IVW in Q4 2014 and has held it in 47 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

UBS Group held 8,213,429 shares of iShares S&P 500 Growth ETF worth $1.13B as of Q2 2026.
UBS Group sold 365,217 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $48.2M.
iShares S&P 500 Growth ETF made up 0.14% of UBS Group's portfolio in Q2 2026, its #131 holding.
UBS Group first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 47 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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